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SevenBridge Financial Group, LLC: DGRO position timeline

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

SevenBridge Financial Group, LLC held 60,110 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,110 shares
    Change vs previous 13F +5,959 shares

    0.7% of the 13F portfolio, value $4,776,941.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, 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 54,151 shares
    Change vs previous 13F -596 shares

    0.62% of the 13F portfolio, value $3,948,676.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, 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 54,747 shares
    Change vs previous 13F +6,102 shares

    0.63% of the 13F portfolio, value $3,918,266.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, 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 48,645 shares
    Change vs previous 13F +10,002 shares

    0.55% of the 13F portfolio, value $3,364,262.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 38,643 shares
    Change vs previous 13F +3,741 shares

    0.45% of the 13F portfolio, value $2,539,600.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 34,902 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,164,971.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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