JGP Wealth Management, LLC: DGRO position timeline

JGP Wealth Management, LLC held 873,549 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 873,549 shares

   Change vs previous 13F +120,898 shares

   5.82% of the 13F portfolio, value $65,856,847.

   13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
   Accepted 2026-10-10 01:06:27 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 752,651 shares

   Change vs previous 13F +25,425 shares

   5.12% of the 13F portfolio, value $57,043,450.

   13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 727,226 shares

   Change vs previous 13F +225,197 shares

   5.31% of the 13F portfolio, value $51,036,717.

   13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 502,029 shares

   Change vs previous 13F +14,253 shares

   3.63% of the 13F portfolio, value $34,850,837.

   13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 487,776 shares

   Change vs previous 13F +18,810 shares

   3.69% of the 13F portfolio, value $33,276,106.

   13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 468,966 shares

   Change vs previous 13F +22,982 shares

   3.63% of the 13F portfolio, value $29,985,711.

   13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 445,984 shares

   Change vs previous 13F +166,050 shares

   3.63% of the 13F portfolio, value $27,552,910.

   13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 279,934 shares

   Change vs previous 13F not available

   2.22% of the 13F portfolio, value $17,171,167.

   13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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