Stonebridge Wealth Management, LLC: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonebridge Wealth Management, LLC on DGS, newest first. How the timeline and the estimate are built.
Stonebridge Wealth Management, LLC held 120,947 DGS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 120,947 sharesChange vs previous 13F +3,007 shares
6.8% of the 13F portfolio, value $7,641,405.
13F-HR 0001754960-26-000833 filed by Stonebridge Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 117,940 sharesChange vs previous 13F +755 shares
6.83% of the 13F portfolio, value $7,631,866.
13F-HR 0001754960-26-000551 filed by Stonebridge Wealth Management, 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 117,185 sharesChange vs previous 13F -1,094 shares
6.75% of the 13F portfolio, value $7,042,817.
13F-HR 0001754960-26-000270 filed by Stonebridge Wealth Management, 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 118,279 sharesChange vs previous 13F -1,322 shares
6.4% of the 13F portfolio, value $6,770,306.
13F-HR 0001754960-26-000013 filed by Stonebridge Wealth Management, 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 119,601 sharesChange vs previous 13F -2,196 shares
5.86% of the 13F portfolio, value $6,829,235.
13F-HR 0001754960-25-000680 filed by Stonebridge Wealth Management, 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 121,797 sharesChange vs previous 13F not available
6.35% of the 13F portfolio, value $6,728,043.
13F-HR 0001754960-25-000623 filed by Stonebridge Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).