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Marshall & Sterling Wealth Advisors Inc.: DGRS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall & Sterling Wealth Advisors Inc. on DGRS, newest first. How the timeline and the estimate are built.

Marshall & Sterling Wealth Advisors Inc. held 5,407 DGRS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,407 shares
    Change vs previous 13F -2,788 shares

    0.19% of the 13F portfolio, value $320,937.

    13F-HR 0002056315-26-000003 filed by Marshall & Sterling Wealth Advisors Inc.
    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 8,195 shares
    Change vs previous 13F -33,185 shares

    0.28% of the 13F portfolio, value $433,982.

    13F-HR 0002056315-26-000002 filed by Marshall & Sterling Wealth Advisors Inc.
    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 41,380 shares
    Change vs previous 13F +11,697 shares

    1.36% of the 13F portfolio, value $2,053,189.

    13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    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 29,683 shares
    Change vs previous 13F +607 shares

    0.95% of the 13F portfolio, value $1,480,733.

    13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth Advisors Inc.
    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 29,076 shares
    Change vs previous 13F +1,896 shares

    0.91% of the 13F portfolio, value $1,350,728.

    13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth Advisors Inc.
    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 27,180 shares
    Change vs previous 13F +2,254 shares

    0.86% of the 13F portfolio, value $1,263,947.

    13F-HR 0002056315-25-000009 filed by Marshall & Sterling Wealth Advisors Inc.
    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 24,926 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,276,925.

    13F-HR 0002056315-25-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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