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Tandem Wealth Advisors LLC: DGRO position timeline

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

Tandem Wealth Advisors LLC held 231,146 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,146 shares
    Change vs previous 13F +5,132 shares

    6.97% of the 13F portfolio, value $17,518,578.

    13F-HR 0001842557-26-000003 filed by Tandem 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 226,014 shares
    Change vs previous 13F +653 shares

    7.07% of the 13F portfolio, value $15,861,642.

    13F-HR 0001842557-26-000002 filed by Tandem 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 225,361 shares
    Change vs previous 13F -10,540 shares

    7.34% of the 13F portfolio, value $16,365,773.

    13F-HR 0001842557-26-000001 filed by Tandem 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 235,901 shares
    Change vs previous 13F -2,905 shares

    7.64% of the 13F portfolio, value $16,060,157.

    13F-HR 0001842557-25-000002 filed by Tandem 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 238,806 shares
    Change vs previous 13F +39,258 shares

    7.55% of the 13F portfolio, value $15,269,279.

    13F-HR 0001986042-25-000014 filed by Tandem 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 199,548 shares
    Change vs previous 13F -4,913 shares

    6.44% of the 13F portfolio, value $12,305,524.

    13F-HR 0001986042-25-000007 filed by Tandem 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 204,461 shares
    Change vs previous 13F -6,850 shares

    6.4% of the 13F portfolio, value $12,541,617.

    13F-HR 0001986042-25-000005 filed by Tandem 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 211,311 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $13,247,075.

    13F-HR 0001986042-24-000019 filed by Tandem Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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