Skip to content
Disclosery

NewEdge Wealth, LLC: DGRW position timeline

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

NewEdge Wealth, LLC held 329,817 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329,817 shares
    Change vs previous 13F -36,912 shares

    0.32% of the 13F portfolio, value $31,537,113.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
    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 366,729 shares
    Change vs previous 13F -16,861 shares

    0.38% of the 13F portfolio, value $32,213,449.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
    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 383,590 shares
    Change vs previous 13F +41,476 shares

    0.39% of the 13F portfolio, value $34,304,494.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
    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 342,114 shares
    Change vs previous 13F -107,726 shares

    0.43% of the 13F portfolio, value $30,280,538.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
    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 449,840 shares
    Change vs previous 13F -15,969 shares

    0.6% of the 13F portfolio, value $38,461,335.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
    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 465,809 shares
    Change vs previous 13F -49,503 shares

    0.67% of the 13F portfolio, value $37,199,485.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    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 515,312 shares
    Change vs previous 13F +10,449 shares

    0.72% of the 13F portfolio, value $41,704,233.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 504,863 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $42,009,691.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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