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Waverly Advisors, LLC: DGRO position timeline

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

Waverly Advisors, LLC held 558,937 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 558,937 shares
    Change vs previous 13F -147,324 shares

    0.25% of the 13F portfolio, value $42,361,836.

    13F-HR 0001398344-26-014582 filed by Waverly 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 706,261 shares
    Change vs previous 13F -8,904 shares

    0.37% of the 13F portfolio, value $49,565,426.

    13F-HR 0001398344-26-009223 filed by Waverly 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 715,165 shares
    Change vs previous 13F +189,488 shares

    0.4% of the 13F portfolio, value $49,646,749.

    13F-HR 0001398344-26-003224 filed by Waverly 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 525,677 shares
    Change vs previous 13F +13,387 shares

    0.36% of the 13F portfolio, value $35,788,096.

    13F-HR 0001398344-25-020944 filed by Waverly 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 512,290 shares
    Change vs previous 13F +14,503 shares

    0.36% of the 13F portfolio, value $32,755,853.

    13F-HR 0001398344-25-015429 filed by Waverly 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 497,787 shares
    Change vs previous 13F +6,833 shares

    0.38% of the 13F portfolio, value $30,753,267.

    13F-HR 0001398344-25-009517 filed by Waverly 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 490,954 shares
    Change vs previous 13F +304,484 shares

    0.47% of the 13F portfolio, value $30,115,126.

    13F-HR 0001398344-25-002762 filed by Waverly 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 186,470 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,689,781.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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