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Scott Capital Advisors, LLC: DGRO position timeline

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

Scott Capital Advisors, LLC held 545,430 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 545,430 shares
    Change vs previous 13F +5,959 shares

    5.98% of the 13F portfolio, value $41,632,670.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 539,471 shares
    Change vs previous 13F -98 shares

    6.4% of the 13F portfolio, value $40,886,515.

    13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 539,569 shares
    Change vs previous 13F +32,647 shares

    7.85% of the 13F portfolio, value $38,724,869.

    13F-HR 0001905673-26-000002 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 506,922 shares
    Change vs previous 13F +47,934 shares

    7.8% of the 13F portfolio, value $35,190,533.

    13F-HR 0001905673-26-000001 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 458,988 shares
    Change vs previous 13F +155,438 shares

    7.12% of the 13F portfolio, value $31,440,681.

    13F-HR 0001905673-25-000003 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 303,550 shares
    Change vs previous 13F +19,015 shares

    5.34% of the 13F portfolio, value $19,697,379.

    13F-HR 0001085146-25-003768 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 284,535 shares
    Change vs previous 13F +29,731 shares

    5.24% of the 13F portfolio, value $17,578,546.

    13F-HR 0001085146-25-002138 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 254,804 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $15,527,747.

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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