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Marshall & Sterling Wealth Advisors Inc.: DGRW position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 128,005 DGRW 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 128,005 shares
    Change vs previous 13F +8,601 shares

    7.25% of the 13F portfolio, value $12,239,867.

    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 119,404 shares
    Change vs previous 13F +3,593 shares

    6.86% of the 13F portfolio, value $10,488,459.

    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 115,811 shares
    Change vs previous 13F -145 shares

    6.84% of the 13F portfolio, value $10,356,991.

    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 115,956 shares
    Change vs previous 13F -1,524 shares

    6.61% of the 13F portfolio, value $10,305,481.

    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 117,480 shares
    Change vs previous 13F +5,704 shares

    6.65% of the 13F portfolio, value $9,829,002.

    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 111,776 shares
    Change vs previous 13F -2,669 shares

    6.07% of the 13F portfolio, value $8,926,469.

    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 114,445 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $9,262,011.

    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).