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Disclosery

Cascade Financial Partners, LLC: DGRO position timeline

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

Cascade Financial Partners, LLC held 81,697 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,697 shares
    Change vs previous 13F -199 shares

    0.54% of the 13F portfolio, value $6,191,798.

    13F-HR 0002021208-26-000007 filed by Cascade Financial 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 81,896 shares
    Change vs previous 13F +145 shares

    0.59% of the 13F portfolio, value $5,747,445.

    13F-HR 0002021208-26-000004 filed by Cascade Financial 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 81,751 shares
    Change vs previous 13F -4,725 shares

    0.58% of the 13F portfolio, value $5,675,138.

    13F-HR 0002021208-26-000002 filed by Cascade Financial 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 86,476 shares
    Change vs previous 13F +1,493 shares

    0.67% of the 13F portfolio, value $5,887,270.

    13F-HR 0002021208-25-000012 filed by Cascade Financial 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 84,983 shares
    Change vs previous 13F +4,194 shares

    0.65% of the 13F portfolio, value $5,433,804.

    13F-HR 0002021208-25-000008 filed by Cascade Financial 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 80,789 shares
    Change vs previous 13F +1,590 shares

    0.63% of the 13F portfolio, value $4,991,144.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 79,199 shares
    Change vs previous 13F +377 shares

    0.63% of the 13F portfolio, value $4,858,067.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 78,822 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,988,644.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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