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Disclosery

Wela Strategies, Inc.: DGRO position timeline

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

Wela Strategies, Inc. held 79,604 DGRO shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 79,604 shares
    Change vs previous 13F -2,375 shares

    2.06% of the 13F portfolio, value $5,419,463.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 81,979 shares
    Change vs previous 13F -452 shares

    2.07% of the 13F portfolio, value $5,241,738.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 82,431 shares
    Change vs previous 13F -13,389 shares

    2.15% of the 13F portfolio, value $5,092,570.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 95,820 shares
    Change vs previous 13F +719 shares

    2.53% of the 13F portfolio, value $5,877,586.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 95,101 shares
    Change vs previous 13F -6,219 shares

    2.6% of the 13F portfolio, value $5,961,857.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 101,320 shares
    Change vs previous 13F +6,571 shares

    2.72% of the 13F portfolio, value $5,837,070.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 94,749 shares
    Change vs previous 13F -2,650 shares

    2.6% of the 13F portfolio, value $5,501,164.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 97,399 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $5,242,020.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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