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Sterling Wealth Advisors Inc: DGRO position timeline

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

Sterling Wealth Advisors Inc held 30,897 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,897 shares
    Change vs previous 13F 0 shares

    1.27% of the 13F portfolio, value $2,341,704.

    13F-HR 0001943937-26-000004 filed by Sterling Wealth Advisors Inc
    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 30,897 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,259,826.

    13F-HR 0001943937-26-000003 filed by Sterling Wealth Advisors Inc
    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 30,897 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,144,888.

    13F-HR 0001943937-26-000001 filed by Sterling Wealth Advisors Inc
    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 30,897 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $2,097,306.

    13F-HR 0001943937-25-000002 filed by Sterling Wealth Advisors Inc
    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 30,897 shares
    Change vs previous 13F -1,291 shares

    1.42% of the 13F portfolio, value $2,002,761.

    13F-HR 0001085146-25-003894 filed by Sterling Wealth Advisors Inc
    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 32,188 shares
    Change vs previous 13F +91 shares

    1.53% of the 13F portfolio, value $1,988,591.

    13F-HR 0001085146-25-002990 filed by Sterling Wealth Advisors Inc
    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 32,097 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,968,820.

    13F-HR 0001085146-25-000525 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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