Skip to content
Disclosery

Ascentis Wealth Management, LLC: DGRW position timeline

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

Ascentis Wealth Management, LLC held 500 DGRW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 500 shares
    Change vs previous 13F -93,593 shares

    0.13% of the 13F portfolio, value $47,810.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    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 94,093 shares
    Change vs previous 13F +66,317 shares

    0.63% of the 13F portfolio, value $8,265,086.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    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 27,776 shares
    Change vs previous 13F -59,770 shares

    0.4% of the 13F portfolio, value $2,483,976.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    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 87,546 shares
    Change vs previous 13F -2,068 shares

    1.31% of the 13F portfolio, value $7,788,136.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    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 89,614 shares
    Change vs previous 13F -16,996 shares

    1.39% of the 13F portfolio, value $7,504,305.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    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 106,610 shares
    Change vs previous 13F -3,174 shares

    1.69% of the 13F portfolio, value $8,513,876.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    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 109,784 shares
    Change vs previous 13F -187,928 shares

    1.7% of the 13F portfolio, value $8,884,802.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 297,712 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $24,779,086.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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