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Disclosery

Glassman Wealth Services: DGRW position timeline

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

Glassman Wealth Services held 827,493 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 827,493 shares
    Change vs previous 13F +14,365 shares

    9.48% of the 13F portfolio, value $79,124,921.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 813,128 shares
    Change vs previous 13F -28,167 shares

    9.71% of the 13F portfolio, value $71,425,189.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 841,295 shares
    Change vs previous 13F +5,259 shares

    10.15% of the 13F portfolio, value $75,236,998.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 836,036 shares
    Change vs previous 13F +3,970 shares

    10.45% of the 13F portfolio, value $74,373,756.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 832,066 shares
    Change vs previous 13F +22,452 shares

    10.67% of the 13F portfolio, value $69,677,218.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 809,614 shares
    Change vs previous 13F +22,242 shares

    10.82% of the 13F portfolio, value $64,655,754.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 787,372 shares
    Change vs previous 13F +18,477 shares

    10.72% of the 13F portfolio, value $63,722,010.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 768,895 shares
    Change vs previous 13F not available

    10.91% of the 13F portfolio, value $63,979,751.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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