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
- period ended2026-06-3013F 413,908 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 398,649 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 382,105 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 371,131 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 384,919 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 403,244 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 403,901 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).