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Disclosery

Corient Private Wealth LP: DGRW position timeline

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

Corient Private Wealth LP held 299,352 DGRW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 299,352 shares
    Change vs previous 13F +225,643 shares

    0.04% of the 13F portfolio, value $28,624,102.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 73,709 shares
    Change vs previous 13F -6,842 shares

    0.01% of the 13F portfolio, value $6,241,870.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 80,551 shares
    Change vs previous 13F -3,487 shares

    0.01% of the 13F portfolio, value $7,203,634.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 84,038 shares
    Change vs previous 13F +17,835 shares

    0.01% of the 13F portfolio, value $7,476,016.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 66,203 shares
    Change vs previous 13F +7,096 shares

    0.01% of the 13F portfolio, value $5,543,871.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 59,107 shares
    Change vs previous 13F -3,550 shares

    0.01% of the 13F portfolio, value $4,720,258.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 62,657 shares
    Change vs previous 13F -3,866 shares

    0.01% of the 13F portfolio, value $4,823,153.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 66,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,535,370.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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