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Defined Financial Planning LLC: DGRW position timeline

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

Defined Financial Planning LLC held 105,749 DGRW shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 105,749 shares
    Change vs previous 13F -18,721 shares

    7.82% of the 13F portfolio, value $9,426,466.

    13F-HR 0001754960-25-000660 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 124,470 shares
    Change vs previous 13F +18,515 shares

    9.34% of the 13F portfolio, value $10,516,470.

    13F-HR 0001754960-25-000466 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 105,955 shares
    Change vs previous 13F +18,815 shares

    8.6% of the 13F portfolio, value $8,486,996.

    13F-HR 0001754960-25-000200 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 87,140 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $7,052,240.

    13F-HR 0001754960-25-000141 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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