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Stonebridge Wealth Management, LLC: DGRS position timeline

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

Stonebridge Wealth Management, LLC held 59,134 DGRS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,134 shares
    Change vs previous 13F -2,008 shares

    2.94% of the 13F portfolio, value $3,308,305.

    13F-HR 0001754960-26-000833 filed by Stonebridge Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,142 shares
    Change vs previous 13F -5,147 shares

    3.25% of the 13F portfolio, value $3,629,010.

    13F-HR 0001754960-26-000551 filed by Stonebridge 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 ended2026-03-31
    13F 66,289 shares
    Change vs previous 13F -8,663 shares

    3.36% of the 13F portfolio, value $3,510,520.

    13F-HR 0001754960-26-000270 filed by Stonebridge 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 ended2025-12-31
    13F 74,952 shares
    Change vs previous 13F -6,298 shares

    3.51% of the 13F portfolio, value $3,719,006.

    13F-HR 0001754960-26-000013 filed by Stonebridge 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 ended2025-09-30
    13F 81,250 shares
    Change vs previous 13F -3,911 shares

    3.48% of the 13F portfolio, value $4,060,875.

    13F-HR 0001754960-25-000680 filed by Stonebridge 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 ended2025-06-30
    13F 85,161 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $3,964,245.

    13F-HR 0001754960-25-000623 filed by Stonebridge Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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