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Disclosery

Invst, LLC: DGRO position timeline

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

Invst, LLC held 16,994 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,994 shares
    Change vs previous 13F -147 shares

    0.13% of the 13F portfolio, value $1,287,963.

    13F-HR 0001867587-26-000005 filed by Invst, 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 17,141 shares
    Change vs previous 13F -6,294 shares

    0.14% of the 13F portfolio, value $1,202,944.

    13F-HR 0001867587-26-000004 filed by Invst, 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 23,435 shares
    Change vs previous 13F -7,154 shares

    0.18% of the 13F portfolio, value $1,626,891.

    13F-HR 0001867587-26-000002 filed by Invst, 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 30,589 shares
    Change vs previous 13F -19,495 shares

    0.24% of the 13F portfolio, value $2,082,495.

    13F-HR 0001867587-26-000001 filed by Invst, 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 50,084 shares
    Change vs previous 13F +24,380 shares

    0.4% of the 13F portfolio, value $3,202,340.

    13F-HR 0001867587-25-000005 filed by Invst, 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 25,704 shares
    Change vs previous 13F -11,089 shares

    0.22% of the 13F portfolio, value $1,587,992.

    13F-HR 0001867587-25-000003 filed by Invst, 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 36,793 shares
    Change vs previous 13F -3,603 shares

    0.27% of the 13F portfolio, value $2,256,870.

    13F-HR 0001867587-25-000002 filed by Invst, 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 40,396 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,532,406.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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