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Williams & Novak Wealth Management, LLC: DGRO position timeline

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

Williams & Novak Wealth Management, LLC held 28,313 DGRO 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 28,313 shares
    Change vs previous 13F +2,141 shares

    1.28% of the 13F portfolio, value $2,134,523.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,172 shares
    Change vs previous 13F -1,096 shares

    1.33% of the 13F portfolio, value $1,983,549.

    13F-HR 0001998419-26-000003 filed by Williams & Novak 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 27,268 shares
    Change vs previous 13F -795 shares

    1.44% of the 13F portfolio, value $1,914,215.

    13F-HR 0001998419-26-000002 filed by Williams & Novak 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 28,063 shares
    Change vs previous 13F -1,459 shares

    1.47% of the 13F portfolio, value $1,948,153.

    13F-HR 0001998419-26-000001 filed by Williams & Novak 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 29,522 shares
    Change vs previous 13F -600 shares

    1.55% of the 13F portfolio, value $2,009,858.

    13F-HR 0001998419-25-000004 filed by Williams & Novak 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 30,122 shares
    Change vs previous 13F -1,125 shares

    1.64% of the 13F portfolio, value $1,926,001.

    13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,247 shares
    Change vs previous 13F -64 shares

    1.88% of the 13F portfolio, value $1,925,128.

    13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,311 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,920,617.

    13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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