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Avior Wealth Management, LLC: DGRO position timeline

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

Avior Wealth Management, LLC held 2,122,891 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,122,891 shares
    Change vs previous 13F +223,147 shares

    4.23% of the 13F portfolio, value $160,893,938.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, 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 1,899,744 shares
    Change vs previous 13F -7,921 shares

    3.78% of the 13F portfolio, value $133,324,051.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, 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 1,907,665 shares
    Change vs previous 13F +135,877 shares

    4.13% of the 13F portfolio, value $132,430,138.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, 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 1,771,788 shares
    Change vs previous 13F -11,328 shares

    3.89% of the 13F portfolio, value $120,623,308.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, 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 1,783,116 shares
    Change vs previous 13F +17,125 shares

    3.94% of the 13F portfolio, value $114,012,467.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, 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 1,765,991 shares
    Change vs previous 13F +28,285 shares

    4.14% of the 13F portfolio, value $109,102,952.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, 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 1,737,706 shares
    Change vs previous 13F +48,117 shares

    3.9% of the 13F portfolio, value $106,590,891.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    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 1,689,589 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $105,920,371.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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