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Disclosery

Sequent Planning LLC: DGRO position timeline

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

Sequent Planning LLC held 16,177 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,177 shares
    Change vs previous 13F -1,341 shares

    0.26% of the 13F portfolio, value $1,226,026.

    13F-HR 0002085853-26-001012 filed by Sequent Planning 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 17,518 shares
    Change vs previous 13F -711 shares

    0.3% of the 13F portfolio, value $1,229,412.

    13F-HR 0002085853-26-000438 filed by Sequent Planning 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 18,229 shares
    Change vs previous 13F -74 shares

    0.32% of the 13F portfolio, value $1,265,466.

    13F-HR 0002085853-26-000205 filed by Sequent Planning 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 18,303 shares
    Change vs previous 13F -501 shares

    0.35% of the 13F portfolio, value $1,246,088.

    13F-HR 0002085853-25-000260 filed by Sequent Planning 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 18,804 shares
    Change vs previous 13F +2,392 shares

    0.38% of the 13F portfolio, value $1,202,331.

    13F-HR 0002009724-25-000004 filed by Sequent Planning 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 16,412 shares
    Change vs previous 13F -7 shares

    0.37% of the 13F portfolio, value $1,013,903.

    13F-HR 0001214659-25-007428 filed by Sequent Planning 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 16,419 shares
    Change vs previous 13F -748 shares

    0.37% of the 13F portfolio, value $1,007,116.

    13F-HR 0001214659-25-002407 filed by Sequent Planning 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 17,167 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,076,216.

    13F-HR 0001214659-24-019022 filed by Sequent Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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