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Rooted Wealth Advisors, Inc.: DGRO position timeline

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

Rooted Wealth Advisors, Inc. held 242,848 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,848 shares
    Change vs previous 13F +4,963 shares

    4.51% of the 13F portfolio, value $18,405,483.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 237,885 shares
    Change vs previous 13F -24,740 shares

    4.59% of the 13F portfolio, value $17,398,874.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 262,625 shares
    Change vs previous 13F -7,293 shares

    5.4% of the 13F portfolio, value $19,187,347.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 269,918 shares
    Change vs previous 13F +13,179 shares

    5.64% of the 13F portfolio, value $18,510,959.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 256,739 shares
    Change vs previous 13F +8,264 shares

    5.75% of the 13F portfolio, value $16,641,841.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 248,475 shares
    Change vs previous 13F -7,601 shares

    6.04% of the 13F portfolio, value $14,021,428.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 256,076 shares
    Change vs previous 13F +2,084 shares

    6.13% of the 13F portfolio, value $15,682,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 253,992 shares
    Change vs previous 13F not available

    7.05% of the 13F portfolio, value $15,796,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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