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WealthShield Partners, LLC: DGRO position timeline

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

WealthShield Partners, LLC held 198,534 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,534 shares
    Change vs previous 13F +12,947 shares

    2.3% of the 13F portfolio, value $15,046,911.

    13F-HR 0001398344-26-014166 filed by WealthShield 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 185,587 shares
    Change vs previous 13F -860 shares

    1.45% of the 13F portfolio, value $13,024,501.

    13F-HR 0001398344-26-008094 filed by WealthShield 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 186,447 shares
    Change vs previous 13F -147 shares

    1.43% of the 13F portfolio, value $12,943,176.

    13F-HR 0001398344-26-001942 filed by WealthShield 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 186,594 shares
    Change vs previous 13F -28 shares

    1.44% of the 13F portfolio, value $12,703,321.

    13F-HR 0001398344-25-020099 filed by WealthShield 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 186,622 shares
    Change vs previous 13F -4,054 shares

    1.44% of the 13F portfolio, value $11,932,629.

    13F-HR 0001398344-25-014826 filed by WealthShield 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 190,676 shares
    Change vs previous 13F +22,792 shares

    1.52% of the 13F portfolio, value $11,779,988.

    13F-HR 0001398344-25-009105 filed by WealthShield 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 167,884 shares
    Change vs previous 13F -44,420 shares

    1.46% of the 13F portfolio, value $10,298,009.

    13F-HR 0001398344-25-001803 filed by WealthShield 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 212,304 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $13,309,360.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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