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Fiduciary Alliance LLC: DGRO position timeline

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

Fiduciary Alliance LLC held 104,114 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 104,114 shares
    Change vs previous 13F -3,455 shares

    0.59% of the 13F portfolio, value $7,849,137.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 107,569 shares
    Change vs previous 13F -1,287 shares

    0.55% of the 13F portfolio, value $8,152,617.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 108,856 shares
    Change vs previous 13F +3,787 shares

    0.48% of the 13F portfolio, value $7,876,855.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 105,069 shares
    Change vs previous 13F -375 shares

    0.48% of the 13F portfolio, value $7,293,906.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 105,444 shares
    Change vs previous 13F +287 shares

    0.48% of the 13F portfolio, value $7,178,637.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 105,157 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,723,738.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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