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Riverbend Wealth Management, LLC: DGRW position timeline

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

Riverbend Wealth Management, LLC held 88,670 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,670 shares
    Change vs previous 13F +4,558 shares

    4.31% of the 13F portfolio, value $8,478,663.

    13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, 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 84,112 shares
    Change vs previous 13F +3,265 shares

    4.59% of the 13F portfolio, value $7,388,395.

    13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, 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 80,847 shares
    Change vs previous 13F +3,822 shares

    4.55% of the 13F portfolio, value $7,230,139.

    13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, 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 77,025 shares
    Change vs previous 13F -175 shares

    4.78% of the 13F portfolio, value $6,852,173.

    13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, 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 77,200 shares
    Change vs previous 13F +2,205 shares

    4.89% of the 13F portfolio, value $6,464,696.

    13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, 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 74,995 shares
    Change vs previous 13F -1,302 shares

    5.36% of the 13F portfolio, value $5,989,065.

    13F-HR 0001085146-25-002262 filed by Riverbend Wealth Management, 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 76,297 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $6,180,465.

    13F-HR 0001085146-25-000896 filed by Riverbend Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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