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Stonebridge Financial Planning Group, LLC: DGRO position timeline

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

Stonebridge Financial Planning Group, LLC held 126,480 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,480 shares
    Change vs previous 13F +1,993 shares

    3.05% of the 13F portfolio, value $9,585,945.

    13F-HR 0001802494-26-000004 filed by Stonebridge Financial Planning 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 124,487 shares
    Change vs previous 13F +2,237 shares

    3.21% of the 13F portfolio, value $8,736,514.

    13F-HR 0001802494-26-000003 filed by Stonebridge Financial Planning 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 122,250 shares
    Change vs previous 13F +5,973 shares

    3.06% of the 13F portfolio, value $8,486,606.

    13F-HR 0001802494-26-000001 filed by Stonebridge Financial Planning 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 116,277 shares
    Change vs previous 13F +6,282 shares

    2.97% of the 13F portfolio, value $7,916,170.

    13F-HR 0001802494-25-000003 filed by Stonebridge Financial Planning 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 109,995 shares
    Change vs previous 13F +3,890 shares

    2.94% of the 13F portfolio, value $7,033,100.

    13F-HR 0001085146-25-004560 filed by Stonebridge Financial Planning 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 106,105 shares
    Change vs previous 13F +4,717 shares

    2.99% of the 13F portfolio, value $6,555,186.

    13F-HR 0001085146-25-002767 filed by Stonebridge Financial Planning 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 101,388 shares
    Change vs previous 13F +2,847 shares

    2.78% of the 13F portfolio, value $6,219,113.

    13F-HR 0001085146-25-001734 filed by Stonebridge Financial Planning 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 98,541 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $6,177,512.

    13F-HR 0001085146-24-005474 filed by Stonebridge Financial Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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