Strategic Financial Concepts, LLC: DGRO position timeline

Strategic Financial Concepts, LLC held 11,688 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,688 shares

   Change vs previous 13F -47,328 shares

   0.26% of the 13F portfolio, value $885,821.

   13F-HR 0001754960-26-000646 filed by Strategic Financial Concepts, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 59,016 shares

   Change vs previous 13F +12,253 shares

   1.02% of the 13F portfolio, value $4,141,716.

   13F-HR 0001754960-26-000380 filed by Strategic Financial Concepts, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 46,763 shares

   Change vs previous 13F +26,726 shares

   2.97% of the 13F portfolio, value $3,246,272.

   13F-HR 0001754960-26-000163 filed by Strategic Financial Concepts, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 20,037 shares

   Change vs previous 13F -6,046 shares

   0.2% of the 13F portfolio, value $1,392,191.

   13F-HR 0001754960-25-000778 filed by Strategic Financial Concepts, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 26,083 shares

   Change vs previous 13F -53,053 shares

   0.23% of the 13F portfolio, value $1,667,719.

   13F-HR 0001754960-25-000532 filed by Strategic Financial Concepts, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 79,136 shares

   Change vs previous 13F +21,087 shares

   0.92% of the 13F portfolio, value $4,889,043.

   13F-HR 0001754960-25-000256 filed by Strategic Financial Concepts, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F/A 58,049 shares

   Change vs previous 13F +35,899 shares

   0.68% of the 13F portfolio, value $3,560,721.

   13F-HR/A 0001754960-25-000087 filed by Strategic Financial Concepts, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 22,150 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $1,388,561.

   13F-HR 0001754960-24-000563 filed by Strategic Financial Concepts, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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