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DWR Wealth Management, LLC

SEC CIK
0002123012
Latest filing
Jul 7, 2026

MA holding history

Mastercard Inc in every 13F filed by DWR Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
495
Value
$252.3K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of MA by DWR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026495$252.3K0.2%00.0%UnchangedHolders
Q1 2026495$244.5K0.2%00.0%UnchangedHolders
Q4 2025495$285.8K0.3%–No prior filingHolders