INVESTED ADVISORS: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTED ADVISORS on DGRO, newest first. How the timeline and the estimate are built.
INVESTED ADVISORS held 5,210 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 5,210 sharesChange vs previous 13F -921 shares
0.35% of the 13F portfolio, value $394,862.
13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,131 sharesChange vs previous 13F +860 shares
0.43% of the 13F portfolio, value $430,270.
13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,271 sharesChange vs previous 13F -1,957 shares
0.38% of the 13F portfolio, value $365,909.
13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,228 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $443,579.
13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).