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Disclosery

HB Wealth Management, LLC: DGRO position timeline

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

HB Wealth Management, LLC held 274,583 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,583 shares
    Change vs previous 13F -6,062 shares

    0.12% of the 13F portfolio, value $20,810,713.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    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 280,645 shares
    Change vs previous 13F -6,085 shares

    0.13% of the 13F portfolio, value $19,695,683.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 ended2025-12-31
    13F 286,730 shares
    Change vs previous 13F -4,783 shares

    0.13% of the 13F portfolio, value $19,904,816.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 ended2025-09-30
    13F 291,513 shares
    Change vs previous 13F +17,157 shares

    0.13% of the 13F portfolio, value $19,846,253.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 ended2025-06-30
    13F 274,356 shares
    Change vs previous 13F +46,937 shares

    0.14% of the 13F portfolio, value $17,542,335.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 ended2025-03-31
    13F 227,419 shares
    Change vs previous 13F -2,901 shares

    0.12% of the 13F portfolio, value $14,049,955.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 ended2024-12-31
    13F 230,320 shares
    Change vs previous 13F -113 shares

    0.14% of the 13F portfolio, value $14,127,882.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 ended2024-09-30
    13F 230,433 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $14,445,903.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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