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ProVise Management Group, LLC: DGRO position timeline

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

ProVise Management Group, LLC held 1,430,575 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,430,575 shares
    Change vs previous 13F +27,160 shares

    7.27% of the 13F portfolio, value $108,423,316.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 1,403,415 shares
    Change vs previous 13F +40,085 shares

    7.08% of the 13F portfolio, value $98,491,665.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 1,363,330 shares
    Change vs previous 13F +28,466 shares

    6.74% of the 13F portfolio, value $94,642,369.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 1,334,864 shares
    Change vs previous 13F +28,417 shares

    6.7% of the 13F portfolio, value $90,877,541.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 1,306,447 shares
    Change vs previous 13F +4,127 shares

    6.6% of the 13F portfolio, value $83,534,209.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 1,302,320 shares
    Change vs previous 13F +63,935 shares

    6.83% of the 13F portfolio, value $80,457,300.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 1,238,385 shares
    Change vs previous 13F +12,161 shares

    6.51% of the 13F portfolio, value $75,962,556.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 1,226,224 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $76,871,989.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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