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Atlas Private Wealth Advisors: DGRO position timeline

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

Atlas Private Wealth Advisors held 175,430 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,430 shares
    Change vs previous 13F +6,496 shares

    2.91% of the 13F portfolio, value $13,295,827.

    13F-HR 0001814234-26-000005 filed by Atlas Private 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 168,934 shares
    Change vs previous 13F +4,076 shares

    2.79% of the 13F portfolio, value $11,855,736.

    13F-HR 0001814234-26-000003 filed by Atlas Private 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 164,858 shares
    Change vs previous 13F +10,918 shares

    2.67% of the 13F portfolio, value $11,444,426.

    13F-HR 0001814234-26-000002 filed by Atlas Private 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 153,940 shares
    Change vs previous 13F -183,891 shares

    2.57% of the 13F portfolio, value $10,480,220.

    13F-HR 0001814234-25-000003 filed by Atlas Private 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 337,831 shares
    Change vs previous 13F -4,582 shares

    2.78% of the 13F portfolio, value $21,601,178.

    13F-HR 0001085146-25-004509 filed by Atlas Private 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 342,413 shares
    Change vs previous 13F +35,998 shares

    2.95% of the 13F portfolio, value $21,154,333.

    13F-HR 0001085146-25-002157 filed by Atlas Private 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 306,415 shares
    Change vs previous 13F +36,905 shares

    2.67% of the 13F portfolio, value $18,797,274.

    13F-HR 0001085146-25-000358 filed by Atlas Private 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 269,510 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $16,897,280.

    13F-HR 0001085146-24-004710 filed by Atlas Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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