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Buck Wealth Strategies, LLC: DGRO position timeline

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

Buck Wealth Strategies, LLC held 326,243 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 326,243 shares
    Change vs previous 13F +52,506 shares

    2.59% of the 13F portfolio, value $24,725,932.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 273,737 shares
    Change vs previous 13F +11,039 shares

    2.37% of the 13F portfolio, value $19,210,869.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 262,698 shares
    Change vs previous 13F +113,802 shares

    2.31% of the 13F portfolio, value $18,236,462.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 148,896 shares
    Change vs previous 13F +15,742 shares

    1.39% of the 13F portfolio, value $10,136,815.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 133,154 shares
    Change vs previous 13F +17,520 shares

    1.3% of the 13F portfolio, value $8,513,887.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 115,634 shares
    Change vs previous 13F -36,410 shares

    1.3% of the 13F portfolio, value $7,143,842.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 152,044 shares
    Change vs previous 13F +53,551 shares

    1.94% of the 13F portfolio, value $9,326,386.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, 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 98,493 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $6,174,439.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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