Daner Wealth Management, LLC: DGCB position timeline

Daner Wealth Management, LLC held 0 DGCB shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -17,089 shares

   13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 17,089 shares

   Change vs previous 13F -2,442 shares

   0.57% of the 13F portfolio, value $937,332.

   13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 19,531 shares

   Change vs previous 13F -321 shares

   0.71% of the 13F portfolio, value $1,092,564.

   13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 19,852 shares

   Change vs previous 13F -6,396 shares

   0.75% of the 13F portfolio, value $1,083,721.

   13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F 26,248 shares

   Change vs previous 13F not available

   1.02% of the 13F portfolio, value $1,389,112.

   13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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