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ADG Wealth Management Group, LLC: DGRO position timeline

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

ADG Wealth Management Group, LLC held 117,512 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,512 shares
    Change vs previous 13F +1,500 shares

    5.65% of the 13F portfolio, value $8,906,276.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 116,012 shares
    Change vs previous 13F +5,409 shares

    5.63% of the 13F portfolio, value $8,141,742.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 110,603 shares
    Change vs previous 13F +2,385 shares

    5.82% of the 13F portfolio, value $7,678,028.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 108,218 shares
    Change vs previous 13F +3,769 shares

    5.85% of the 13F portfolio, value $7,367,484.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, 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 104,449 shares
    Change vs previous 13F -4,342 shares

    5.69% of the 13F portfolio, value $6,678,465.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, 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 108,791 shares
    Change vs previous 13F -2,408 shares

    6.35% of the 13F portfolio, value $6,732,217.

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, 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 111,199 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $6,820,930.

    13F-HR 0002053824-25-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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