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Clarus Wealth Advisors: DGRO position timeline

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

Clarus Wealth Advisors held 13,009 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,009 shares
    Change vs previous 13F +1,581 shares

    0.39% of the 13F portfolio, value $999,473.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 11,428 shares
    Change vs previous 13F +343 shares

    0.34% of the 13F portfolio, value $806,352.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 11,085 shares
    Change vs previous 13F +1,834 shares

    0.33% of the 13F portfolio, value $786,362.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 9,251 shares
    Change vs previous 13F +263 shares

    0.28% of the 13F portfolio, value $634,426.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 8,988 shares
    Change vs previous 13F -769 shares

    0.27% of the 13F portfolio, value $581,696.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 9,757 shares
    Change vs previous 13F +4,305 shares

    0.31% of the 13F portfolio, value $574,778.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    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 5,452 shares
    Change vs previous 13F +317 shares

    0.17% of the 13F portfolio, value $332,238.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    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 5,135 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $319,339.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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