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Avantra Family Wealth, Inc.: DGRO position timeline

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

Avantra Family Wealth, Inc. held 18,467 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 18,467 shares
    Change vs previous 13F +294 shares

    0.89% of the 13F portfolio, value $1,399,612.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
    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 18,173 shares
    Change vs previous 13F +1,174 shares

    0.95% of the 13F portfolio, value $1,275,411.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, Inc.
    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 16,999 shares
    Change vs previous 13F +426 shares

    0.86% of the 13F portfolio, value $1,180,038.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, Inc.
    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 16,573 shares
    Change vs previous 13F +6,611 shares

    0.84% of the 13F portfolio, value $1,128,299.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, Inc.
    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 9,962 shares
    Change vs previous 13F -7,465 shares

    0.53% of the 13F portfolio, value $636,972.

    13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, Inc.
    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 17,427 shares
    Change vs previous 13F +1,084 shares

    1.03% of the 13F portfolio, value $1,076,622.

    13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, Inc.
    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 16,343 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,002,456.

    13F-HR 0001951757-25-000118 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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