Skip to content
Disclosery

Balance Wealth Partners LLC: DGRO position timeline

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

Balance Wealth Partners LLC held 2,789 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,789 shares
    Change vs previous 13F -1,698 shares

    0.06% of the 13F portfolio, value $211,372.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 4,487 shares
    Change vs previous 13F -68 shares

    0.1% of the 13F portfolio, value $314,891.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 4,555 shares
    Change vs previous 13F -2,767 shares

    0.1% of the 13F portfolio, value $316,202.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 7,322 shares
    Change vs previous 13F -97 shares

    0.12% of the 13F portfolio, value $498,476.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 7,419 shares
    Change vs previous 13F -298 shares

    0.28% of the 13F portfolio, value $474,365.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 7,717 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $476,751.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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