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Disclosery

Accel Wealth Management: DGRO position timeline

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

Accel Wealth Management held 258,988 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,988 shares
    Change vs previous 13F +15,988 shares

    4.42% of the 13F portfolio, value $19,628,734.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    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 243,000 shares
    Change vs previous 13F +12,875 shares

    4.45% of the 13F portfolio, value $17,053,711.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    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 230,125 shares
    Change vs previous 13F +7,305 shares

    4.37% of the 13F portfolio, value $15,975,284.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    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 222,820 shares
    Change vs previous 13F +6,827 shares

    4.41% of the 13F portfolio, value $15,169,595.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    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 215,993 shares
    Change vs previous 13F +2,422 shares

    4.61% of the 13F portfolio, value $13,810,585.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    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 213,571 shares
    Change vs previous 13F +51,538 shares

    4.77% of the 13F portfolio, value $13,194,421.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    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 162,033 shares
    Change vs previous 13F +3,916 shares

    3.77% of the 13F portfolio, value $9,939,092.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    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 158,117 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $9,912,348.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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