JANICZEK WEALTH MANAGEMENT, LLC: DGRW position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 310,689 DGRW shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

period ended2024-06-30
13F 310,689 shares
Change vs previous 13F +252,919 shares
5.08% of the 13F portfolio, value $24,249,277.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 57,770 shares
Change vs previous 13F +32,884 shares
0.94% of the 13F portfolio, value $4,401,497.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 24,886 shares
Change vs previous 13F not available
0.42% of the 13F portfolio, value $1,748,989.
13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).