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Disclosery

WealthPLAN Partners, LLC: DGRO position timeline

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

WealthPLAN Partners, LLC held 197,583 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 197,583 shares
    Change vs previous 13F -17,567 shares

    2.86% of the 13F portfolio, value $14,974,846.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 215,150 shares
    Change vs previous 13F -14,952 shares

    2.92% of the 13F portfolio, value $15,099,230.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 230,102 shares
    Change vs previous 13F -2,328 shares

    2.39% of the 13F portfolio, value $15,973,694.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 232,430 shares
    Change vs previous 13F +3,891 shares

    2.37% of the 13F portfolio, value $15,823,804.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 228,539 shares
    Change vs previous 13F -50,341 shares

    2.35% of the 13F portfolio, value $14,612,788.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 278,880 shares
    Change vs previous 13F +5,373 shares

    2.43% of the 13F portfolio, value $17,229,183.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 273,507 shares
    Change vs previous 13F -35,272 shares

    2.38% of the 13F portfolio, value $16,776,923.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 308,779 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $19,357,360.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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