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Fingerlakes Wealth Management, Inc.: DGRO position timeline

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

Fingerlakes Wealth Management, Inc. held 34,075 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,075 shares
    Change vs previous 13F +2,839 shares

    1.39% of the 13F portfolio, value $2,582,533.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 31,236 shares
    Change vs previous 13F +979 shares

    1.45% of the 13F portfolio, value $2,192,136.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 30,257 shares
    Change vs previous 13F +1,586 shares

    1.34% of the 13F portfolio, value $2,100,419.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, 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 28,671 shares
    Change vs previous 13F +3,513 shares

    1.27% of the 13F portfolio, value $1,951,930.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 25,158 shares
    Change vs previous 13F +2,331 shares

    1.2% of the 13F portfolio, value $1,608,583.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 22,827 shares
    Change vs previous 13F +1,058 shares

    1.2% of the 13F portfolio, value $1,410,256.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 21,769 shares
    Change vs previous 13F +1,618 shares

    1.08% of the 13F portfolio, value $1,335,306.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, 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 20,151 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,263,237.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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