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Alliance Wealth Management Group: DGRO position timeline

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

Alliance Wealth Management Group held 39,174 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,174 shares
    Change vs previous 13F +8,917 shares

    0.58% of the 13F portfolio, value $2,969,387.

    13F-HR 0001623707-26-000005 filed by Alliance Wealth Management Group
    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 30,257 shares
    Change vs previous 13F +1,931 shares

    0.46% of the 13F portfolio, value $2,123,791.

    13F-HR 0001623707-26-000003 filed by Alliance Wealth Management Group
    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 28,326 shares
    Change vs previous 13F +1,703 shares

    0.43% of the 13F portfolio, value $1,966,714.

    13F-HR 0001623707-26-000002 filed by Alliance Wealth Management Group
    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 26,623 shares
    Change vs previous 13F +6,755 shares

    0.4% of the 13F portfolio, value $1,812,532.

    13F-HR 0001623707-25-000007 filed by Alliance Wealth Management Group
    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 19,868 shares
    Change vs previous 13F -657 shares

    0.32% of the 13F portfolio, value $1,270,457.

    13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
    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 20,525 shares
    Change vs previous 13F +1,449 shares

    0.34% of the 13F portfolio, value $1,268,036.

    13F-HR 0001623707-25-000003 filed by Alliance Wealth Management Group
    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 19,076 shares
    Change vs previous 13F +417 shares

    0.31% of the 13F portfolio, value $1,170,110.

    13F-HR 0001623707-25-000002 filed by Alliance Wealth Management Group
    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 18,659 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,169,762.

    13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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