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Disclosery

AE Wealth Management LLC: DGRO position timeline

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

AE Wealth Management LLC held 45,256 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,256 shares
    Change vs previous 13F +559 shares

    0.02% of the 13F portfolio, value $3,429,908.

    13F-HR 0001697723-26-000007 filed by AE 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 44,697 shares
    Change vs previous 13F -3,447 shares

    0.02% of the 13F portfolio, value $3,136,831.

    13F-HR 0001697723-26-000006 filed by AE 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 48,144 shares
    Change vs previous 13F +15,795 shares

    0.02% of the 13F portfolio, value $3,342,191.

    13F-HR 0001697723-26-000001 filed by AE 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 32,349 shares
    Change vs previous 13F -698 shares

    0.01% of the 13F portfolio, value $2,202,312.

    13F-HR 0001697723-25-000007 filed by AE 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 33,047 shares
    Change vs previous 13F -15,097 shares

    0.02% of the 13F portfolio, value $2,113,024.

    13F-HR 0001697723-25-000004 filed by AE 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 48,144 shares
    Change vs previous 13F -12,630 shares

    0.03% of the 13F portfolio, value $2,974,309.

    13F-HR 0001697723-25-000003 filed by AE 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 60,774 shares
    Change vs previous 13F -55,561 shares

    0.03% of the 13F portfolio, value $3,727,910.

    13F-HR 0001697723-25-000001 filed by AE 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 116,335 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,293,039.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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