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FORTE ASSET MANAGEMENT LLC: DGRO position timeline

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

FORTE ASSET MANAGEMENT LLC held 131,951 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 131,951 shares
    Change vs previous 13F -11,854 shares

    4.01% of the 13F portfolio, value $9,947,776.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 143,805 shares
    Change vs previous 13F +1,592 shares

    4.45% of the 13F portfolio, value $10,898,980.

    13F-HR 0001927129-26-000003 filed by FORTE 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 ended2026-03-31
    13F 142,213 shares
    Change vs previous 13F -613 shares

    4.38% of the 13F portfolio, value $9,980,516.

    13F-HR 0001927129-26-000002 filed by FORTE 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 ended2025-12-31
    13F 142,826 shares
    Change vs previous 13F -1,032 shares

    4.5% of the 13F portfolio, value $9,914,991.

    13F-HR 0001927129-26-000001 filed by FORTE 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 ended2025-09-30
    13F 143,858 shares
    Change vs previous 13F +17,295 shares

    4.71% of the 13F portfolio, value $9,793,843.

    13F-HR 0001927129-25-000005 filed by FORTE 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 ended2025-06-30
    13F 126,563 shares
    Change vs previous 13F -33,063 shares

    4.12% of the 13F portfolio, value $8,092,424.

    13F-HR 0001927129-25-000004 filed by FORTE 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 ended2025-03-31
    13F 159,626 shares
    Change vs previous 13F -2,262 shares

    4.97% of the 13F portfolio, value $9,861,687.

    13F-HR 0001927129-25-000002 filed by FORTE 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 ended2024-12-31
    13F 161,888 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $9,930,201.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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