Skip to content
Disclosery

Strategies Wealth Advisors, LLC: DGRO position timeline

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

Strategies Wealth Advisors, LLC held 1,106,388 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,106,388 shares
    Change vs previous 13F -157,807 shares

    7.5% of the 13F portfolio, value $83,853,151.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth Advisors, 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 1,264,195 shares
    Change vs previous 13F -34,272 shares

    8.91% of the 13F portfolio, value $88,721,175.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth Advisors, 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 1,298,467 shares
    Change vs previous 13F +44,806 shares

    9.03% of the 13F portfolio, value $90,139,594.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth Advisors, 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 1,253,661 shares
    Change vs previous 13F +9,915 shares

    8.88% of the 13F portfolio, value $85,349,224.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, 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 1,243,746 shares
    Change vs previous 13F +1,838 shares

    8.69% of the 13F portfolio, value $79,525,119.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, 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 1,241,908 shares
    Change vs previous 13F +36,827 shares

    9.37% of the 13F portfolio, value $76,725,070.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, 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 1,205,081 shares
    Change vs previous 13F +101,085 shares

    9.54% of the 13F portfolio, value $76,582,899.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, 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 1,103,996 shares
    Change vs previous 13F not available

    9.26% of the 13F portfolio, value $69,209,522.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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