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180 WEALTH ADVISORS, LLC: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on DGRO, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 27,342 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,342 shares
    Change vs previous 13F -7,113 shares

    0.21% of the 13F portfolio, value $2,072,226.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH 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 34,455 shares
    Change vs previous 13F -3,900 shares

    0.27% of the 13F portfolio, value $2,418,026.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH 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 38,355 shares
    Change vs previous 13F -2,672 shares

    0.3% of the 13F portfolio, value $2,662,593.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH 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 41,027 shares
    Change vs previous 13F -2,826 shares

    0.34% of the 13F portfolio, value $2,793,093.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH 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 43,853 shares
    Change vs previous 13F -9,028 shares

    0.39% of the 13F portfolio, value $2,803,937.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH 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 52,881 shares
    Change vs previous 13F -4,515 shares

    0.52% of the 13F portfolio, value $3,258,017.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH 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 57,396 shares
    Change vs previous 13F -4,467 shares

    0.55% of the 13F portfolio, value $3,520,673.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH 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 61,863 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,878,164.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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