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Disclosery

Family Asset Management, LLC: DGRO position timeline

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

Family Asset Management, LLC held 104,752 DGRO shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 104,752 shares
    Change vs previous 13F +28,800 shares

    3.95% of the 13F portfolio, value $6,566,894.

    13F-HR 0001398344-24-019645 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 75,952 shares
    Change vs previous 13F -68 shares

    2.82% of the 13F portfolio, value $4,375,614.

    13F-HR 0001398344-24-013482 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 76,020 shares
    Change vs previous 13F +4,000 shares

    2.76% of the 13F portfolio, value $4,413,741.

    13F-HR 0001398344-24-009447 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 72,020 shares
    Change vs previous 13F -18,864 shares

    2.59% of the 13F portfolio, value $3,876,123.

    13F-HR 0001398344-24-002198 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 90,884 shares
    Change vs previous 13F -2,112 shares

    3.32% of the 13F portfolio, value $4,501,462.

    13F-HR 0001398344-23-020065 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 92,996 shares
    Change vs previous 13F +14,432 shares

    3.24% of the 13F portfolio, value $4,792,060.

    13F-HR 0001398344-23-013641 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 78,564 shares
    Change vs previous 13F -13,177 shares

    2.87% of the 13F portfolio, value $3,927,390.

    13F-HR 0001398344-23-008667 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 91,741 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $4,587,053.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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