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Gimbal Financial: DGRO position timeline

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

Gimbal Financial held 199,017 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,017 shares
    Change vs previous 13F +195,511 shares

    9.59% of the 13F portfolio, value $15,083,463.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,506 shares
    Change vs previous 13F +217 shares

    0.14% of the 13F portfolio, value $238,691.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,289 shares
    Change vs previous 13F -291,582 shares

    0.13% of the 13F portfolio, value $210,275.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 294,871 shares
    Change vs previous 13F +6,654 shares

    16.44% of the 13F portfolio, value $18,217,125.

    13F-HR 0001835206-25-000003 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 288,217 shares
    Change vs previous 13F -134,783 shares

    14.47% of the 13F portfolio, value $17,679,204.

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 423,000 shares
    Change vs previous 13F not available

    17.28% of the 13F portfolio, value $26,610,949.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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