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Ritter Daniher Financial Advisory LLC / DE: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ritter Daniher Financial Advisory LLC / DE on DGRO, newest first. How the timeline and the estimate are built.

Ritter Daniher Financial Advisory LLC / DE held 658,931 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 658,931 shares
    Change vs previous 13F +16,273 shares

    7.6% of the 13F portfolio, value $49,940,365.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 642,658 shares
    Change vs previous 13F +12,683 shares

    7.65% of the 13F portfolio, value $45,101,760.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 629,975 shares
    Change vs previous 13F +1,125 shares

    7.34% of the 13F portfolio, value $43,732,899.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 628,850 shares
    Change vs previous 13F +24,902 shares

    7.54% of the 13F portfolio, value $42,812,125.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 603,948 shares
    Change vs previous 13F +18,757 shares

    9.48% of the 13F portfolio, value $38,616,462.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 585,191 shares
    Change vs previous 13F +22,102 shares

    9.86% of the 13F portfolio, value $36,153,113.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 563,089 shares
    Change vs previous 13F +32,189 shares

    9.75% of the 13F portfolio, value $34,539,868.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 530,900 shares
    Change vs previous 13F not available

    9.67% of the 13F portfolio, value $33,282,148.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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