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Disclosery

CRUX WEALTH ADVISORS: DGRW position timeline

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

CRUX WEALTH ADVISORS held 49,246 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,246 shares
    Change vs previous 13F -255 shares

    1.63% of the 13F portfolio, value $4,708,944.

    13F-HR 0002054270-26-000004 filed by CRUX 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 49,501 shares
    Change vs previous 13F -642 shares

    1.67% of the 13F portfolio, value $4,348,167.

    13F-HR 0002054270-26-000003 filed by CRUX 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 50,143 shares
    Change vs previous 13F -4,953 shares

    1.67% of the 13F portfolio, value $4,484,272.

    13F-HR 0002054270-26-000002 filed by CRUX 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 55,096 shares
    Change vs previous 13F -1,402 shares

    1.94% of the 13F portfolio, value $4,901,351.

    13F-HR 0002054270-25-000005 filed by CRUX 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 56,498 shares
    Change vs previous 13F -22,901 shares

    2.01% of the 13F portfolio, value $4,731,124.

    13F-HR 0002054270-25-000004 filed by CRUX 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 79,399 shares
    Change vs previous 13F -8 shares

    3.3% of the 13F portfolio, value $6,340,799.

    13F-HR 0002054270-25-000002 filed by CRUX 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 79,407 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $6,426,420.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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