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Twelve Points Wealth Management LLC: DGRO position timeline

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

Twelve Points Wealth Management LLC held 202,235 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,235 shares
    Change vs previous 13F +32,670 shares

    3.07% of the 13F portfolio, value $15,327,400.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 169,565 shares
    Change vs previous 13F +35,069 shares

    2.62% of the 13F portfolio, value $11,900,105.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 134,496 shares
    Change vs previous 13F +30,531 shares

    2.15% of the 13F portfolio, value $9,545,177.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 103,965 shares
    Change vs previous 13F +55,826 shares

    1.76% of the 13F portfolio, value $7,077,968.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 48,139 shares
    Change vs previous 13F +2,172 shares

    0.83% of the 13F portfolio, value $3,078,003.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management 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 45,967 shares
    Change vs previous 13F -6,801 shares

    0.77% of the 13F portfolio, value $2,839,817.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management 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 52,768 shares
    Change vs previous 13F -1,393 shares

    0.93% of the 13F portfolio, value $3,236,799.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 54,161 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,395,362.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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