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Disclosery

Alteri Wealth LLC: DGRO position timeline

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

Alteri Wealth LLC held 20,190 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 20,190 shares
    Change vs previous 13F +449 shares

    0.42% of the 13F portfolio, value $1,530,228.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth 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 19,741 shares
    Change vs previous 13F +1,721 shares

    0.45% of the 13F portfolio, value $1,385,399.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth 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 18,020 shares
    Change vs previous 13F +1,482 shares

    0.41% of the 13F portfolio, value $1,250,960.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth 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 16,538 shares
    Change vs previous 13F +788 shares

    0.39% of the 13F portfolio, value $1,125,874.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth 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 15,750 shares
    Change vs previous 13F +386 shares

    0.39% of the 13F portfolio, value $1,007,069.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth 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 15,364 shares
    Change vs previous 13F +1,984 shares

    0.42% of the 13F portfolio, value $949,162.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth 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 13,380 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $820,730.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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