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Beacon Financial Advisory LLC: DGRO position timeline

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

Beacon Financial Advisory LLC held 65,070 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,070 shares
    Change vs previous 13F +3,446 shares

    0.97% of the 13F portfolio, value $4,931,681.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 61,624 shares
    Change vs previous 13F +2,102 shares

    0.98% of the 13F portfolio, value $4,324,786.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 59,522 shares
    Change vs previous 13F +1,761 shares

    0.96% of the 13F portfolio, value $4,132,041.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 57,761 shares
    Change vs previous 13F +2,012 shares

    0.91% of the 13F portfolio, value $3,932,348.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 55,749 shares
    Change vs previous 13F +4,521 shares

    0.92% of the 13F portfolio, value $3,564,562.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 51,228 shares
    Change vs previous 13F +15,035 shares

    0.96% of the 13F portfolio, value $3,164,842.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 36,193 shares
    Change vs previous 13F +1,630 shares

    0.72% of the 13F portfolio, value $2,220,071.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 34,563 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,166,780.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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