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Choice Wealth Advisors LLC: DGRW position timeline

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

Choice Wealth Advisors LLC held 330,979 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,979 shares
    Change vs previous 13F +3,007 shares

    11.11% of the 13F portfolio, value $31,648,249.

    13F-HR 0001951757-26-000980 filed by Choice Wealth 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 ended2026-03-31
    13F 327,972 shares
    Change vs previous 13F +5,355 shares

    11.31% of the 13F portfolio, value $28,809,049.

    13F-HR 0001951757-26-000556 filed by Choice Wealth 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 ended2025-12-31
    13F 322,617 shares
    Change vs previous 13F +897 shares

    11.41% of the 13F portfolio, value $28,851,659.

    13F-HR 0001951757-26-000035 filed by Choice Wealth 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 ended2025-09-30
    13F 321,720 shares
    Change vs previous 13F -7,405 shares

    12.27% of the 13F portfolio, value $28,620,201.

    13F-HR 0001951757-25-001283 filed by Choice Wealth 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 ended2025-06-30
    13F 329,125 shares
    Change vs previous 13F -1,243 shares

    12.45% of the 13F portfolio, value $27,560,891.

    13F-HR 0001951757-25-000576 filed by Choice Wealth 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 ended2025-03-31
    13F 330,368 shares
    Change vs previous 13F -598 shares

    13.75% of the 13F portfolio, value $26,383,216.

    13F-HR 0001951757-25-000287 filed by Choice Wealth 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 ended2024-12-31
    13F 330,966 shares
    Change vs previous 13F -301 shares

    13.68% of the 13F portfolio, value $26,785,098.

    13F-HR 0001951757-25-000047 filed by Choice Wealth 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 ended2024-09-30
    13F 331,267 shares
    Change vs previous 13F not available

    13.77% of the 13F portfolio, value $27,564,763.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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