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Disclosery

NewEdge Wealth, LLC: DGRO position timeline

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

NewEdge Wealth, LLC held 85,261 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,261 shares
    Change vs previous 13F +3,858 shares

    0.07% of the 13F portfolio, value $6,461,896.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 81,403 shares
    Change vs previous 13F +1,590 shares

    0.07% of the 13F portfolio, value $5,712,848.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 79,813 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $5,540,588.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 79,805 shares
    Change vs previous 13F -11,183 shares

    0.08% of the 13F portfolio, value $5,404,377.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 90,988 shares
    Change vs previous 13F -966 shares

    0.09% of the 13F portfolio, value $5,898,762.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 91,954 shares
    Change vs previous 13F +2,802 shares

    0.1% of the 13F portfolio, value $5,680,914.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 89,152 shares
    Change vs previous 13F -572 shares

    0.09% of the 13F portfolio, value $5,468,579.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 89,724 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,624,770.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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