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Arkadios Wealth Advisors: DGRW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on DGRW, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 42,540 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,540 shares
    Change vs previous 13F +5,717 shares

    0.06% of the 13F portfolio, value $4,067,663.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,823 shares
    Change vs previous 13F +13,214 shares

    0.05% of the 13F portfolio, value $3,234,542.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,609 shares
    Change vs previous 13F -172 shares

    0.04% of the 13F portfolio, value $2,111,354.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,781 shares
    Change vs previous 13F +2,164 shares

    0.05% of the 13F portfolio, value $2,115,567.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,617 shares
    Change vs previous 13F +2,125 shares

    0.05% of the 13F portfolio, value $1,810,176.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,492 shares
    Change vs previous 13F +14,972 shares

    0.06% of the 13F portfolio, value $1,556,631.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,520 shares
    Change vs previous 13F +551 shares

    0.02% of the 13F portfolio, value $365,835.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,969 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $330,267.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).