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Disclosery

RKL Wealth Management LLC: DGRW position timeline

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

RKL Wealth Management LLC held 13,862 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,862 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,325,485.

    13F-HR 0001604723-26-000003 filed by RKL 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 13,862 shares
    Change vs previous 13F -538 shares

    0.11% of the 13F portfolio, value $1,217,639.

    13F-HR 0001604723-26-000002 filed by RKL 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 14,400 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,287,792.

    13F-HR 0001604723-26-000001 filed by RKL 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 14,400 shares
    Change vs previous 13F -1,585 shares

    0.11% of the 13F portfolio, value $1,281,024.

    13F-HR 0001604723-25-000003 filed by RKL 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 15,985 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,338,584.

    13F-HR 0001085146-25-003973 filed by RKL 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 15,985 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,276,562.

    13F-HR 0001085146-25-002364 filed by RKL 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 15,985 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,293,666.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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