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Philip James Wealth Mangement, LLC: DGRO position timeline

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

Philip James Wealth Mangement, LLC held 125,283 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,283 shares
    Change vs previous 13F -3,678 shares

    1.07% of the 13F portfolio, value $9,486,472.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 128,961 shares
    Change vs previous 13F -60,230 shares

    1.04% of the 13F portfolio, value $9,050,493.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 189,191 shares
    Change vs previous 13F -55 shares

    1.52% of the 13F portfolio, value $13,133,633.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 189,246 shares
    Change vs previous 13F -17,340 shares

    1.5% of the 13F portfolio, value $12,883,891.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 206,586 shares
    Change vs previous 13F +2,504 shares

    1.68% of the 13F portfolio, value $13,209,139.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 204,082 shares
    Change vs previous 13F -1,073 shares

    1.53% of the 13F portfolio, value $12,608,198.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 205,155 shares
    Change vs previous 13F +3,567 shares

    1.63% of the 13F portfolio, value $12,584,186.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 201,588 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $12,637,564.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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