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Financial Perspectives, Inc: DGRO position timeline

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

Financial Perspectives, Inc held 73,747 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,747 shares
    Change vs previous 13F -1,435 shares

    1.36% of the 13F portfolio, value $5,589,316.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 75,182 shares
    Change vs previous 13F +5,779 shares

    1.47% of the 13F portfolio, value $5,276,247.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 69,403 shares
    Change vs previous 13F +3,682 shares

    1.3% of the 13F portfolio, value $4,817,938.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 65,721 shares
    Change vs previous 13F +3,578 shares

    1.24% of the 13F portfolio, value $4,474,258.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 62,143 shares
    Change vs previous 13F +6,256 shares

    1.2% of the 13F portfolio, value $3,973,422.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 55,887 shares
    Change vs previous 13F +4,247 shares

    1.18% of the 13F portfolio, value $3,452,675.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 51,640 shares
    Change vs previous 13F +1,226 shares

    1.06% of the 13F portfolio, value $3,167,607.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    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 50,414 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,160,430.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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