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4J Wealth Management LLC: DGRO position timeline

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

4J Wealth Management LLC held 49,430 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,430 shares
    Change vs previous 13F +12,870 shares

    1.84% of the 13F portfolio, value $3,746,282.

    13F-HR 0001754960-26-000594 filed by 4J Wealth Management 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 36,560 shares
    Change vs previous 13F -163 shares

    1.46% of the 13F portfolio, value $2,565,799.

    13F-HR 0001754960-26-000353 filed by 4J 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 ended2025-12-31
    13F 36,723 shares
    Change vs previous 13F -789 shares

    1.46% of the 13F portfolio, value $2,549,318.

    13F-HR 0001754960-26-000067 filed by 4J 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 ended2025-09-30
    13F 37,512 shares
    Change vs previous 13F -1,266 shares

    1.5% of the 13F portfolio, value $2,553,803.

    13F-HR 0001754960-25-000703 filed by 4J 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 ended2025-06-30
    13F 38,778 shares
    Change vs previous 13F -573 shares

    1.67% of the 13F portfolio, value $2,479,470.

    13F-HR 0001754960-25-000523 filed by 4J 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 ended2025-03-31
    13F 39,351 shares
    Change vs previous 13F -131,609 shares

    1.92% of the 13F portfolio, value $2,431,096.

    13F-HR 0001754960-25-000260 filed by 4J 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 ended2024-12-31
    13F 170,960 shares
    Change vs previous 13F +11,695 shares

    8.49% of the 13F portfolio, value $10,486,712.

    13F-HR 0001754960-25-000062 filed by 4J 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 ended2024-09-30
    13F 159,265 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $9,984,316.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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