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Accretive Wealth Partners, LLC: DGRO position timeline

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

Accretive Wealth Partners, LLC held 72,373 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,373 shares
    Change vs previous 13F +222 shares

    1.33% of the 13F portfolio, value $5,485,150.

    13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, 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 72,151 shares
    Change vs previous 13F +14 shares

    1.43% of the 13F portfolio, value $5,063,557.

    13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, 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 72,137 shares
    Change vs previous 13F +6,472 shares

    1.49% of the 13F portfolio, value $5,007,751.

    13F-HR 0001765380-26-000045 filed by Accretive Wealth Partners, 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 65,665 shares
    Change vs previous 13F +25,143 shares

    1.36% of the 13F portfolio, value $4,470,473.

    13F-HR 0001765380-25-000441 filed by Accretive Wealth Partners, 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 40,522 shares
    Change vs previous 13F +21,699 shares

    0.85% of the 13F portfolio, value $2,590,977.

    13F-HR 0001765380-25-000269 filed by Accretive Wealth Partners, 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 18,823 shares
    Change vs previous 13F +3,569 shares

    0.4% of the 13F portfolio, value $1,130,886.

    13F-HR 0001765380-25-000175 filed by Accretive Wealth Partners, 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 15,254 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $935,680.

    13F-HR 0001765380-25-000023 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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