PACIFIC FINANCIAL GROUP INC: DGRO position timeline

PACIFIC FINANCIAL GROUP INC held 75,554 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 75,554 shares

   Change vs previous 13F -701 shares

   2.74% of the 13F portfolio, value $5,726,258.

   13F-HR 0001214659-26-010064 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2026-08-13 (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).

2. period ended2026-03-31

   13F 76,255 shares

   Change vs previous 13F -4,818 shares

   2.88% of the 13F portfolio, value $5,351,528.

   13F-HR 0001214659-26-006146 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2026-05-14 (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).

3. period ended2025-12-31

   13F 81,073 shares

   Change vs previous 13F +8,923 shares

   3.13% of the 13F portfolio, value $5,628,086.

   13F-HR 0001214659-26-001837 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2026-02-17 (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).

4. period ended2025-09-30

   13F 72,150 shares

   Change vs previous 13F -5,230 shares

   3.64% of the 13F portfolio, value $4,911,978.

   13F-HR 0001214659-25-016248 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2025-11-12 (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).

5. period ended2025-06-30

   13F 77,380 shares

   Change vs previous 13F +1,015 shares

   3.86% of the 13F portfolio, value $4,947,647.

   13F-HR 0001214659-25-010671 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2025-07-21 (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).

6. period ended2025-03-31

   13F 76,365 shares

   Change vs previous 13F -2,065 shares

   3.81% of the 13F portfolio, value $4,717,850.

   13F-HR 0001214659-25-006244 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2025-04-23 (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).

7. period ended2024-12-31

   13F 78,430 shares

   Change vs previous 13F -3,742 shares

   3.57% of the 13F portfolio, value $4,810,915.

   13F-HR 0001214659-25-002735 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2025-02-14 (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).

8. period ended2024-09-30

   13F 82,172 shares

   Change vs previous 13F not available

   3.78% of the 13F portfolio, value $5,151,352.

   13F-HR 0001214659-24-018813 filed by PACIFIC FINANCIAL GROUP INC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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