CapWealth Advisors, LLC: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on DG, newest first. How the timeline and the estimate are built.
CapWealth Advisors, LLC held 0 DG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -3,128 shares
13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 3,128 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $371,387.
13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 3,128 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $415,305.
13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).