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Monterey Private Wealth, Inc.: DGRO position timeline

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

Monterey Private Wealth, Inc. held 147,778 DGRO shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 147,778 shares
    Change vs previous 13F +3,415 shares

    2.69% of the 13F portfolio, value $9,129,698.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 144,363 shares
    Change vs previous 13F -7,318 shares

    2.92% of the 13F portfolio, value $8,855,198.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 151,681 shares
    Change vs previous 13F -4,199 shares

    3.24% of the 13F portfolio, value $9,508,874.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 155,880 shares
    Change vs previous 13F +764 shares

    3.36% of the 13F portfolio, value $8,980,252.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 155,116 shares
    Change vs previous 13F +1,471 shares

    3.62% of the 13F portfolio, value $9,006,056.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 153,645 shares
    Change vs previous 13F -17,717 shares

    3.73% of the 13F portfolio, value $8,269,154.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 171,362 shares
    Change vs previous 13F +2,216 shares

    4.27% of the 13F portfolio, value $8,487,557.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 169,146 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $8,716,084.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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