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WealthPlan Investment Management, LLC: DGRO position timeline

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

WealthPlan Investment Management, LLC held 265,749 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,749 shares
    Change vs previous 13F +85,797 shares

    1% of the 13F portfolio, value $20,141,148.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 179,952 shares
    Change vs previous 13F -75,640 shares

    0.7% of the 13F portfolio, value $12,629,025.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 255,592 shares
    Change vs previous 13F -29,686 shares

    1.13% of the 13F portfolio, value $17,743,189.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 285,278 shares
    Change vs previous 13F -54,294 shares

    1.29% of the 13F portfolio, value $19,421,735.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 339,572 shares
    Change vs previous 13F +43,013 shares

    1.58% of the 13F portfolio, value $21,712,259.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment 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 296,559 shares
    Change vs previous 13F -20,912 shares

    1.8% of the 13F portfolio, value $18,321,377.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment 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 317,471 shares
    Change vs previous 13F +47,843 shares

    1.92% of the 13F portfolio, value $19,473,641.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment 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 269,628 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $16,902,984.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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