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Disclosery

WBH ADVISORY INC: DGRO position timeline

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

WBH ADVISORY INC held 49,167 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,167 shares
    Change vs previous 13F +698 shares

    0.25% of the 13F portfolio, value $3,726,359.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 48,469 shares
    Change vs previous 13F +1,878 shares

    0.25% of the 13F portfolio, value $3,402,544.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 46,591 shares
    Change vs previous 13F -13,225 shares

    0.24% of the 13F portfolio, value $3,234,351.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 59,816 shares
    Change vs previous 13F -43,238 shares

    0.31% of the 13F portfolio, value $4,072,302.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 103,054 shares
    Change vs previous 13F +64,034 shares

    0.56% of the 13F portfolio, value $6,589,253.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 39,020 shares
    Change vs previous 13F -27,976 shares

    0.22% of the 13F portfolio, value $2,410,648.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 66,996 shares
    Change vs previous 13F -15,966 shares

    0.38% of the 13F portfolio, value $4,109,522.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 82,962 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,200,910.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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