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Bernard Wealth Management Corp.: DGRO position timeline

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

Bernard Wealth Management Corp. held 131,993 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,993 shares
    Change vs previous 13F +3,770 shares

    3.69% of the 13F portfolio, value $10,003,750.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 128,223 shares
    Change vs previous 13F +948 shares

    3.84% of the 13F portfolio, value $8,998,720.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 127,275 shares
    Change vs previous 13F +2,177 shares

    3.58% of the 13F portfolio, value $8,835,440.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 125,098 shares
    Change vs previous 13F +118,591 shares

    3.56% of the 13F portfolio, value $8,516,672.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 6,507 shares
    Change vs previous 13F -210 shares

    0.19% of the 13F portfolio, value $416,058.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 6,717 shares
    Change vs previous 13F -1,144 shares

    0.2% of the 13F portfolio, value $414,977.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 7,861 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $482,194.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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