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Stonebridge Wealth Management, LLC: DGRW position timeline

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

Stonebridge Wealth Management, LLC held 13,487 DGRW 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 13,487 shares
    Change vs previous 13F -932 shares

    1.17% of the 13F portfolio, value $1,311,476.

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

  2. period ended2026-06-30
    13F 14,419 shares
    Change vs previous 13F -451 shares

    1.23% of the 13F portfolio, value $1,378,745.

    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 14,870 shares
    Change vs previous 13F -969 shares

    1.25% of the 13F portfolio, value $1,306,181.

    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 15,839 shares
    Change vs previous 13F -1,772 shares

    1.34% of the 13F portfolio, value $1,416,482.

    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 17,611 shares
    Change vs previous 13F -1,074 shares

    1.34% of the 13F portfolio, value $1,566,675.

    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 18,685 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,564,682.

    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).