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Disclosery

Monterey Private Wealth, Inc.: DGRW position timeline

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

Monterey Private Wealth, Inc. held 134,676 DGRW shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 134,676 shares
    Change vs previous 13F +7,802 shares

    3.17% of the 13F portfolio, value $10,755,203.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 126,874 shares
    Change vs previous 13F +2,092 shares

    3.39% of the 13F portfolio, value $10,267,906.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 124,782 shares
    Change vs previous 13F +4,262 shares

    3.54% of the 13F portfolio, value $10,383,119.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 120,520 shares
    Change vs previous 13F +494 shares

    3.52% of the 13F portfolio, value $9,406,558.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 120,026 shares
    Change vs previous 13F +405 shares

    3.67% of the 13F portfolio, value $9,144,747.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 119,621 shares
    Change vs previous 13F +638 shares

    3.8% of the 13F portfolio, value $8,406,948.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 118,983 shares
    Change vs previous 13F +576 shares

    3.8% of the 13F portfolio, value $7,554,227.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 118,407 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $7,893,008.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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