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PALO ALTO WEALTH ADVISORS, LLC: DGRW position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 236,775 DGRW shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 236,775 shares
    Change vs previous 13F +7,133 shares

    6.18% of the 13F portfolio, value $21,222,151.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 229,642 shares
    Change vs previous 13F +3,937 shares

    7.27% of the 13F portfolio, value $19,230,240.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 225,705 shares
    Change vs previous 13F +10,839 shares

    7.08% of the 13F portfolio, value $18,148,970.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 214,866 shares
    Change vs previous 13F +8,995 shares

    6.1% of the 13F portfolio, value $17,397,880.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 205,871 shares
    Change vs previous 13F +341 shares

    7.17% of the 13F portfolio, value $17,330,228.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 205,530 shares
    Change vs previous 13F +1,643 shares

    11.09% of the 13F portfolio, value $16,041,640.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 203,887 shares
    Change vs previous 13F -4,792 shares

    10.95% of the 13F portfolio, value $15,534,113.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 208,679 shares
    Change vs previous 13F not available

    11.09% of the 13F portfolio, value $14,665,960.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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