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Arkadios Wealth Advisors: DGRO position timeline

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

Arkadios Wealth Advisors held 183,918 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,918 shares
    Change vs previous 13F -7,927 shares

    0.21% of the 13F portfolio, value $13,939,173.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 191,845 shares
    Change vs previous 13F -61,110 shares

    0.22% of the 13F portfolio, value $13,463,680.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 252,955 shares
    Change vs previous 13F +109,343 shares

    0.35% of the 13F portfolio, value $17,560,105.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 143,612 shares
    Change vs previous 13F -11,905 shares

    0.24% of the 13F portfolio, value $9,777,113.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 155,517 shares
    Change vs previous 13F -1,009 shares

    0.3% of the 13F portfolio, value $9,943,762.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 156,526 shares
    Change vs previous 13F +22,775 shares

    0.37% of the 13F portfolio, value $9,670,175.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 133,751 shares
    Change vs previous 13F -534 shares

    0.45% of the 13F portfolio, value $8,204,308.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 134,285 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $8,418,312.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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