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Wealthspire Advisors, LLC: DGRW position timeline

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

Wealthspire Advisors, LLC held 121,708 DGRW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,708 shares
    Change vs previous 13F -1,459 shares

    0.06% of the 13F portfolio, value $11,637,714.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 123,167 shares
    Change vs previous 13F +926 shares

    0.08% of the 13F portfolio, value $10,818,990.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 122,241 shares
    Change vs previous 13F -960 shares

    0.09% of the 13F portfolio, value $10,932,013.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 123,201 shares
    Change vs previous 13F -2,490 shares

    0.06% of the 13F portfolio, value $10,959,954.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 125,691 shares
    Change vs previous 13F -2,102 shares

    0.06% of the 13F portfolio, value $10,525,365.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 127,793 shares
    Change vs previous 13F -11,686 shares

    0.06% of the 13F portfolio, value $10,205,549.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 139,479 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $11,288,036.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 139,480 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,606,131.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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