TRB Wealth Management, LLC: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRB Wealth Management, LLC on DGS, newest first. How the timeline and the estimate are built.
TRB Wealth Management, LLC held 86,696 DGS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 86,696 sharesChange vs previous 13F +2,280 shares
0.75% of the 13F portfolio, value $5,610,125.
13F-HR 0001214659-26-009943 filed by TRB 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 84,416 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $5,073,427.
13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).