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DWR WEALTH MANAGEMENT, LLC: XNCMX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DWR WEALTH MANAGEMENT, LLC on XNCMX, newest first. How the timeline and the estimate are built.

DWR WEALTH MANAGEMENT, LLC held 64,385 XNCMX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 64,385 shares
    Change vs previous 13F +10,247 shares

    0.47% of the 13F portfolio, value $676,688.

    13F-HR 0001754960-26-000841 filed by DWR WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,138 shares
    Change vs previous 13F +42 shares

    0.5% of the 13F portfolio, value $674,556.

    13F-HR 0001754960-26-000422 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 54,096 shares
    Change vs previous 13F +15,555 shares

    0.55% of the 13F portfolio, value $634,551.

    13F-HR 0001754960-26-000199 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 38,541 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $479,070.

    13F-HR 0001754960-26-000197 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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