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Disclosery

Modern Wealth Management, LLC: DGRO position timeline

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

Modern Wealth Management, LLC held 12,767 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 12,767 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $967,579.

    13F-HR 0002001900-26-000007 filed by Modern 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 12,430 shares
    Change vs previous 13F -1,818 shares

    0.01% of the 13F portfolio, value $872,571.

    13F-HR 0002001900-26-000006 filed by Modern 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 14,248 shares
    Change vs previous 13F -523 shares

    0.02% of the 13F portfolio, value $989,130.

    13F-HR 0002001900-26-000001 filed by Modern 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 14,771 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $1,005,636.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 14,706 shares
    Change vs previous 13F +2,921 shares

    0.02% of the 13F portfolio, value $940,316.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 11,785 shares
    Change vs previous 13F +1,452 shares

    0.02% of the 13F portfolio, value $728,095.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 10,333 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $633,801.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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