TrinityPoint Wealth, LLC: DGRO position timeline

TrinityPoint Wealth, LLC held 109,991 DGRO shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 109,991 shares

   Change vs previous 13F -408 shares

   0.95% of the 13F portfolio, value $6,746,872.

   13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 110,399 shares

   Change vs previous 13F +120 shares

   0.99% of the 13F portfolio, value $6,920,902.

   13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 110,279 shares

   Change vs previous 13F +2,899 shares

   0.99% of the 13F portfolio, value $6,353,189.

   13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 107,380 shares

   Change vs previous 13F +7,700 shares

   1.03% of the 13F portfolio, value $6,234,507.

   13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F/A 99,680 shares

   Change vs previous 13F +5,091 shares

   0.97% of the 13F portfolio, value $5,364,773.

   13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 94,589 shares

   Change vs previous 13F -385 shares

   0.93% of the 13F portfolio, value $4,684,986.

   13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 94,974 shares

   Change vs previous 13F +894 shares

   0.95% of the 13F portfolio, value $4,894,029.

   13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 94,080 shares

   Change vs previous 13F not available

   1.01% of the 13F portfolio, value $4,703,084.

   13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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