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Disclosery

Schorn Wealth LLC: DGRW position timeline

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

Schorn Wealth LLC held 622,496 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 622,496 shares
    Change vs previous 13F +109,466 shares

    15.57% of the 13F portfolio, value $59,523,091.

    13F-HR 0001792851-26-000004 filed by Schorn 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 513,030 shares
    Change vs previous 13F -46,475 shares

    13.61% of the 13F portfolio, value $45,064,516.

    13F-HR 0001792851-26-000002 filed by Schorn 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 559,505 shares
    Change vs previous 13F +8,199 shares

    15.19% of the 13F portfolio, value $50,036,522.

    13F-HR 0001792851-26-000001 filed by Schorn 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 551,306 shares
    Change vs previous 13F +30,044 shares

    14.99% of the 13F portfolio, value $49,044,167.

    13F-HR 0001792851-25-000005 filed by Schorn 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 521,262 shares
    Change vs previous 13F -32,589 shares

    14.44% of the 13F portfolio, value $43,650,451.

    13F-HR 0001792851-25-000002 filed by Schorn 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 553,851 shares
    Change vs previous 13F +26,184 shares

    14.57% of the 13F portfolio, value $44,230,579.

    13F-HR 0001792851-25-000001 filed by Schorn 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 527,667 shares
    Change vs previous 13F +25,573 shares

    13.87% of the 13F portfolio, value $42,704,126.

    13F-HR 0001767349-25-000002 filed by Schorn 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 502,094 shares
    Change vs previous 13F not available

    14.18% of the 13F portfolio, value $41,779,253.

    13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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