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Vista Cima Wealth Management LLC: DGRO position timeline

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

Vista Cima Wealth Management LLC held 57,825 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,825 shares
    Change vs previous 13F +2,060 shares

    3.26% of the 13F portfolio, value $4,382,575.

    13F-HR 0002055907-26-000003 filed by Vista Cima 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 55,765 shares
    Change vs previous 13F -23,679 shares

    3.87% of the 13F portfolio, value $3,913,573.

    13F-HR 0002055907-26-000002 filed by Vista Cima 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 79,444 shares
    Change vs previous 13F +3,215 shares

    4.6% of the 13F portfolio, value $5,515,022.

    13F-HR 0002055907-26-000001 filed by Vista Cima 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 76,229 shares
    Change vs previous 13F +3,178 shares

    4.32% of the 13F portfolio, value $5,189,698.

    13F-HR 0002055907-25-000005 filed by Vista Cima 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 73,051 shares
    Change vs previous 13F +2,289 shares

    4.37% of the 13F portfolio, value $4,670,860.

    13F-HR 0001085146-25-004790 filed by Vista Cima 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/A 70,762 shares
    Change vs previous 13F +1,290 shares

    4.71% of the 13F portfolio, value $4,371,685.

    13F-HR/A 0001085146-25-003411 filed by Vista Cima 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 69,472 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $4,261,398.

    13F-HR 0001085146-25-001685 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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