Skip to content
Disclosery

ORBA Wealth Advisors, L.L.C.: DGRW position timeline

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

ORBA Wealth Advisors, L.L.C. held 30,730 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,730 shares
    Change vs previous 13F -2,419 shares

    2.51% of the 13F portfolio, value $2,938,415.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 33,149 shares
    Change vs previous 13F -6,444 shares

    3.47% of the 13F portfolio, value $2,911,792.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 39,593 shares
    Change vs previous 13F -9,582 shares

    3.07% of the 13F portfolio, value $3,540,811.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 49,175 shares
    Change vs previous 13F -64 shares

    3.6% of the 13F portfolio, value $4,374,578.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 49,239 shares
    Change vs previous 13F -58,055 shares

    3.75% of the 13F portfolio, value $4,123,261.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 107,294 shares
    Change vs previous 13F +13,658 shares

    4.32% of the 13F portfolio, value $8,568,521.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 93,636 shares
    Change vs previous 13F -4,275 shares

    3.96% of the 13F portfolio, value $7,578,005.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 97,911 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $8,147,170.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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