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Summit Investment Advisory Services, LLC: DGRO position timeline

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

Summit Investment Advisory Services, LLC held 339,666 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 339,666 shares
    Change vs previous 13F +7,675 shares

    6.46% of the 13F portfolio, value $25,743,282.

    13F-HR 0001951757-26-001053 filed by Summit Investment Advisory Services, 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 331,991 shares
    Change vs previous 13F -17,110 shares

    8.66% of the 13F portfolio, value $23,299,164.

    13F-HR 0001951757-26-000713 filed by Summit Investment Advisory Services, 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 349,101 shares
    Change vs previous 13F -5,195 shares

    9.15% of the 13F portfolio, value $24,234,581.

    13F-HR 0001951757-26-000354 filed by Summit Investment Advisory Services, 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/A 354,296 shares
    Change vs previous 13F -3,449 shares

    9.61% of the 13F portfolio, value $24,120,503.

    13F-HR/A 0001951757-25-001317 filed by Summit Investment Advisory Services, 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/A 357,745 shares
    Change vs previous 13F -4,329 shares

    9.95% of the 13F portfolio, value $22,874,189.

    13F-HR/A 0001951757-25-001318 filed by Summit Investment Advisory Services, 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 362,074 shares
    Change vs previous 13F -5,875 shares

    10.97% of the 13F portfolio, value $22,368,956.

    13F-HR 0001951757-25-000327 filed by Summit Investment Advisory Services, 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 367,949 shares
    Change vs previous 13F -5,831 shares

    11.64% of the 13F portfolio, value $22,569,997.

    13F-HR 0001951757-25-000089 filed by Summit Investment Advisory Services, 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 373,780 shares
    Change vs previous 13F not available

    12.43% of the 13F portfolio, value $23,432,261.

    13F-HR 0001951757-24-001056 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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