Sharp Wealth Advisory, LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharp Wealth Advisory, LLC on DGRO, newest first. How the timeline and the estimate are built.
Sharp Wealth Advisory, LLC held 3,362 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,362 sharesChange vs previous 13F +1 shares
0.12% of the 13F portfolio, value $254,777.
13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,361 sharesChange vs previous 13F +139 shares
0.12% of the 13F portfolio, value $235,875.
13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,222 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $223,671.
13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,222 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $219,354.
13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,222 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $206,015.
13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).