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Capital Planning Advisors, LLC: DGRW position timeline

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

Capital Planning Advisors, LLC held 114,118 DGRW shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 114,118 shares
    Change vs previous 13F +2,215 shares

    1.45% of the 13F portfolio, value $10,024,157.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 111,903 shares
    Change vs previous 13F +2,109 shares

    1.34% of the 13F portfolio, value $10,007,518.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 109,794 shares
    Change vs previous 13F -2,303 shares

    1.34% of the 13F portfolio, value $9,767,307.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 112,097 shares
    Change vs previous 13F -2,228 shares

    1.38% of the 13F portfolio, value $9,387,033.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 114,325 shares
    Change vs previous 13F +14 shares

    1.41% of the 13F portfolio, value $9,130,024.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 114,311 shares
    Change vs previous 13F +3,460 shares

    1.43% of the 13F portfolio, value $9,251,219.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 110,851 shares
    Change vs previous 13F -443 shares

    1.39% of the 13F portfolio, value $9,223,942.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 111,294 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $8,686,525.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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