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Steward Partners Investment Advisory, LLC: DGRO position timeline

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

Steward Partners Investment Advisory, LLC held 629,011 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 629,011 shares
    Change vs previous 13F -66,449 shares

    0.24% of the 13F portfolio, value $47,672,765.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 695,460 shares
    Change vs previous 13F +27,603 shares

    0.25% of the 13F portfolio, value $48,807,418.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 667,857 shares
    Change vs previous 13F +9,943 shares

    0.25% of the 13F portfolio, value $46,362,639.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 657,914 shares
    Change vs previous 13F -7,523 shares

    0.26% of the 13F portfolio, value $44,790,794.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 665,437 shares
    Change vs previous 13F +5,334 shares

    0.33% of the 13F portfolio, value $42,548,031.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 660,103 shares
    Change vs previous 13F +10,550 shares

    0.36% of the 13F portfolio, value $40,781,183.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 649,553 shares
    Change vs previous 13F +24,956 shares

    0.35% of the 13F portfolio, value $39,843,566.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 624,597 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $39,156,010.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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