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Wells Financial Advisors INC: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wells Financial Advisors INC on DGRO, newest first. How the timeline and the estimate are built.

Wells Financial Advisors INC held 3,180 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,180 shares
    Change vs previous 13F -4,940 shares

    2.24% of the 13F portfolio, value $241,012.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 8,120 shares
    Change vs previous 13F -6,561 shares

    2.59% of the 13F portfolio, value $569,862.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,681 shares
    Change vs previous 13F -3,380 shares

    1.94% of the 13F portfolio, value $1,019,155.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    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 18,061 shares
    Change vs previous 13F -2,290 shares

    1.65% of the 13F portfolio, value $1,229,593.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    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 20,351 shares
    Change vs previous 13F -70 shares

    1.79% of the 13F portfolio, value $1,301,243.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    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 20,421 shares
    Change vs previous 13F +100 shares

    1.74% of the 13F portfolio, value $1,261,609.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,321 shares
    Change vs previous 13F +285 shares

    1.7% of the 13F portfolio, value $1,246,490.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    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 20,036 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,256,057.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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