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Riverbend Wealth Management, LLC: DGRO position timeline

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

Riverbend Wealth Management, LLC held 56,964 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,964 shares
    Change vs previous 13F +3,446 shares

    2.2% of the 13F portfolio, value $4,317,319.

    13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, 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 53,518 shares
    Change vs previous 13F +1,698 shares

    2.34% of the 13F portfolio, value $3,755,891.

    13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, 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 51,820 shares
    Change vs previous 13F +977 shares

    2.27% of the 13F portfolio, value $3,597,316.

    13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, 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 50,843 shares
    Change vs previous 13F -739 shares

    2.42% of the 13F portfolio, value $3,461,376.

    13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, 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 51,582 shares
    Change vs previous 13F +399 shares

    2.5% of the 13F portfolio, value $3,298,141.

    13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, 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 51,183 shares
    Change vs previous 13F -2,375 shares

    2.83% of the 13F portfolio, value $3,162,091.

    13F-HR 0001085146-25-002262 filed by Riverbend Wealth Management, 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 53,558 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $3,288,617.

    13F-HR 0001085146-25-000896 filed by Riverbend Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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