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SWEENEY & MICHEL, LLC: DGRO position timeline

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

SWEENEY & MICHEL, LLC held 385,673 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 385,673 shares
    Change vs previous 13F +2,114 shares

    8.05% of the 13F portfolio, value $30,649,425.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 383,559 shares
    Change vs previous 13F +10,019 shares

    8.15% of the 13F portfolio, value $27,727,458.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 373,540 shares
    Change vs previous 13F +9,005 shares

    8.16% of the 13F portfolio, value $27,645,660.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 364,535 shares
    Change vs previous 13F -5,173 shares

    8.2% of the 13F portfolio, value $24,398,352.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 369,708 shares
    Change vs previous 13F +7,928 shares

    8.51% of the 13F portfolio, value $23,964,491.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 361,780 shares
    Change vs previous 13F +18,871 shares

    8.74% of the 13F portfolio, value $19,977,486.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 342,909 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $21,908,485.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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