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Serenus Wealth Advisors, LLC: DGRW position timeline

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

Serenus Wealth Advisors, LLC held 413,908 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 413,908 shares
    Change vs previous 13F +15,259 shares

    6.91% of the 13F portfolio, value $39,577,876.

    13F-HR 0001765380-26-000283 filed by Serenus 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 ended2026-03-31
    13F 398,649 shares
    Change vs previous 13F +16,544 shares

    6.98% of the 13F portfolio, value $35,017,335.

    13F-HR 0001765380-26-000126 filed by Serenus 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 ended2025-12-31
    13F 382,105 shares
    Change vs previous 13F +10,974 shares

    6.62% of the 13F portfolio, value $34,171,671.

    13F-HR 0001765380-26-000048 filed by Serenus 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 ended2025-09-30
    13F 371,131 shares
    Change vs previous 13F -13,788 shares

    5.64% of the 13F portfolio, value $33,015,821.

    13F-HR 0001765380-25-000444 filed by Serenus 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 ended2025-06-30
    13F 384,919 shares
    Change vs previous 13F -18,325 shares

    5.47% of the 13F portfolio, value $32,233,114.

    13F-HR 0001765380-25-000373 filed by Serenus 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 ended2025-03-31
    13F 403,244 shares
    Change vs previous 13F -657 shares

    5.35% of the 13F portfolio, value $32,203,066.

    13F-HR 0001765380-25-000180 filed by Serenus 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 ended2024-12-31
    13F 403,901 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $32,687,737.

    13F-HR 0001765380-25-000016 filed by Serenus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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