MOR Wealth Management, LLC: DGRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOR Wealth Management, LLC on DGRW, newest first. How the timeline and the estimate are built.
MOR Wealth Management, LLC held 208,478 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 208,478 sharesChange vs previous 13F -11,855 shares
7.94% of the 13F portfolio, value $19,934,688.
13F-HR 0002092389-26-000005 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 220,333 sharesChange vs previous 13F +8,463 shares
8.88% of the 13F portfolio, value $19,354,094.
13F-HR 0002092389-26-000003 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 211,870 sharesChange vs previous 13F not available
8.66% of the 13F portfolio, value $18,947,537.
13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).