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Summit Wealth Partners, LLC: DGRO position timeline

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

Summit Wealth Partners, LLC held 40,612 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,612 shares
    Change vs previous 13F +1,296 shares

    0.44% of the 13F portfolio, value $3,077,991.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 39,316 shares
    Change vs previous 13F +439 shares

    0.44% of the 13F portfolio, value $2,759,193.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 38,877 shares
    Change vs previous 13F +213 shares

    0.5% of the 13F portfolio, value $2,698,856.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 38,664 shares
    Change vs previous 13F +180 shares

    0.48% of the 13F portfolio, value $2,632,243.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 38,484 shares
    Change vs previous 13F +10,065 shares

    0.47% of the 13F portfolio, value $2,460,644.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 28,419 shares
    Change vs previous 13F +5,446 shares

    0.36% of the 13F portfolio, value $1,755,696.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 22,973 shares
    Change vs previous 13F +1,957 shares

    0.29% of the 13F portfolio, value $1,409,148.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 21,016 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,317,470.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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