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Disclosery

Wealth Group Ltd: DGRO position timeline

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

Wealth Group Ltd held 94,815 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 94,815 shares
    Change vs previous 13F -5,287 shares

    1.33% of the 13F portfolio, value $7,184,159.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 100,102 shares
    Change vs previous 13F -3,774 shares

    1.45% of the 13F portfolio, value $7,586,714.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 103,876 shares
    Change vs previous 13F -10,138 shares

    1.66% of the 13F portfolio, value $7,289,995.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 114,014 shares
    Change vs previous 13F -52,172 shares

    1.77% of the 13F portfolio, value $7,914,880.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 166,186 shares
    Change vs previous 13F -73,955 shares

    2.62% of the 13F portfolio, value $11,313,952.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 240,141 shares
    Change vs previous 13F -66,530 shares

    3.91% of the 13F portfolio, value $15,354,623.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 306,671 shares
    Change vs previous 13F -7,913 shares

    5.55% of the 13F portfolio, value $18,946,128.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 314,584 shares
    Change vs previous 13F not available

    5.58% of the 13F portfolio, value $19,296,560.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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