Skip to content
Disclosery

Sound Financial Strategies Group, LLC: DGRO position timeline

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

Sound Financial Strategies Group, LLC held 17,593 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,593 shares
    Change vs previous 13F +247 shares

    0.85% of the 13F portfolio, value $1,333,373.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies 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 17,346 shares
    Change vs previous 13F -3,010 shares

    0.83% of the 13F portfolio, value $1,217,342.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies 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 20,356 shares
    Change vs previous 13F +883 shares

    1% of the 13F portfolio, value $1,413,114.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies 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 19,473 shares
    Change vs previous 13F -578 shares

    0.97% of the 13F portfolio, value $1,325,722.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies 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 20,051 shares
    Change vs previous 13F -309 shares

    1.08% of the 13F portfolio, value $1,282,061.

    13F-HR 0001398344-25-014607 filed by Sound Financial Strategies 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 20,360 shares
    Change vs previous 13F +6,703 shares

    1.12% of the 13F portfolio, value $1,257,841.

    13F-HR 0001398344-25-009055 filed by Sound Financial Strategies Group, 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 13,657 shares
    Change vs previous 13F +58 shares

    0.7% of the 13F portfolio, value $837,720.

    13F-HR 0001398344-25-002079 filed by Sound Financial Strategies Group, 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 13,599 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $852,521.

    13F-HR 0001398344-24-020438 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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