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Forbes Financial Planning, Inc.: DGRO position timeline

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

Forbes Financial Planning, Inc. held 148,966 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 148,966 shares
    Change vs previous 13F +435 shares

    6.06% of the 13F portfolio, value $11,290,157.

    13F-HR 0001911316-26-000003 filed by Forbes Financial Planning, 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 148,531 shares
    Change vs previous 13F +6,495 shares

    6.02% of the 13F portfolio, value $10,423,887.

    13F-HR 0001911316-26-000002 filed by Forbes Financial Planning, 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 142,036 shares
    Change vs previous 13F +64,537 shares

    5.77% of the 13F portfolio, value $9,860,864.

    13F-HR 0001911316-26-000001 filed by Forbes Financial Planning, 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 77,499 shares
    Change vs previous 13F +2,634 shares

    3.5% of the 13F portfolio, value $5,289,179.

    13F-HR 0001911316-25-000002 filed by Forbes Financial Planning, 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 74,865 shares
    Change vs previous 13F +4,586 shares

    3.23% of the 13F portfolio, value $4,786,892.

    13F-HR 0001085146-25-004580 filed by Forbes Financial Planning, 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 70,279 shares
    Change vs previous 13F -57 shares

    3.22% of the 13F portfolio, value $4,341,829.

    13F-HR 0001085146-25-002768 filed by Forbes Financial Planning, 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 70,336 shares
    Change vs previous 13F -220 shares

    2.09% of the 13F portfolio, value $4,314,426.

    13F-HR 0001085146-25-000965 filed by Forbes Financial Planning, 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 70,556 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $4,423,160.

    13F-HR 0001085146-24-005213 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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