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Great Point Wealth Advisors, LLC: DGS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Point Wealth Advisors, LLC on DGS, newest first. How the timeline and the estimate are built.

Great Point Wealth Advisors, LLC held 41,317 DGS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,317 shares
    Change vs previous 13F -3,668 shares

    0.43% of the 13F portfolio, value $2,673,616.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, LLC
    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 44,985 shares
    Change vs previous 13F -5,662 shares

    0.5% of the 13F portfolio, value $2,703,578.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 50,647 shares
    Change vs previous 13F -2,789 shares

    0.53% of the 13F portfolio, value $2,899,057.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 53,436 shares
    Change vs previous 13F -22,482 shares

    0.57% of the 13F portfolio, value $3,051,199.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 75,918 shares
    Change vs previous 13F -1,502 shares

    0.79% of the 13F portfolio, value $3,667,610.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 77,420 shares
    Change vs previous 13F -6,885 shares

    0.83% of the 13F portfolio, value $3,787,389.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 84,305 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,527,195.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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