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Disclosery

ATX Financial Planning, LLC: DGRO position timeline

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

ATX Financial Planning, LLC held 13,078 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,078 shares
    Change vs previous 13F -3,283 shares

    0.63% of the 13F portfolio, value $985,950.

    13F-HR 0002111013-26-000004 filed by ATX Financial Planning, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,361 shares
    Change vs previous 13F -14,022 shares

    0.82% of the 13F portfolio, value $1,240,000.

    13F-HR 0002111013-26-000003 filed by ATX Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,383 shares
    Change vs previous 13F -15,704 shares

    1.62% of the 13F portfolio, value $2,132,279.

    13F-HR 0002111013-26-000002 filed by ATX Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 46,087 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $3,199,360.

    13F-HR 0002111013-26-000001 filed by ATX Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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