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Disclosery

Targeted Financial Services LLC: DGRO position timeline

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

Targeted Financial Services LLC held 152,836 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,836 shares
    Change vs previous 13F -2,217 shares

    8.55% of the 13F portfolio, value $11,583,594.

    13F-HR 0002085853-26-000753 filed by Targeted Financial 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 155,053 shares
    Change vs previous 13F -5,685 shares

    8.93% of the 13F portfolio, value $10,881,802.

    13F-HR 0002085853-26-000378 filed by Targeted Financial 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 160,738 shares
    Change vs previous 13F not available

    9.61% of the 13F portfolio, value $11,158,538.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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