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B. Riley Wealth Advisors, Inc.: DGRO position timeline

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

B. Riley Wealth Advisors, Inc. held 116,621 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 116,621 shares
    Change vs previous 13F -7,172 shares

    0.35% of the 13F portfolio, value $8,792,027.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 123,793 shares
    Change vs previous 13F +7,237 shares

    0.51% of the 13F portfolio, value $9,402,049.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    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 116,556 shares
    Change vs previous 13F +2,626 shares

    0.52% of the 13F portfolio, value $8,040,031.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 113,930 shares
    Change vs previous 13F -1,815 shares

    0.37% of the 13F portfolio, value $7,909,047.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 115,745 shares
    Change vs previous 13F -562 shares

    0.38% of the 13F portfolio, value $7,879,902.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 116,307 shares
    Change vs previous 13F -1,771 shares

    0.36% of the 13F portfolio, value $7,436,684.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 118,078 shares
    Change vs previous 13F -518 shares

    0.22% of the 13F portfolio, value $7,294,840.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 118,596 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,274,698.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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