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Disclosery

West Wealth Group, LLC: DGRO position timeline

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

West Wealth Group, LLC held 9,817 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,817 shares
    Change vs previous 13F -1,042 shares

    0.12% of the 13F portfolio, value $744,100.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 10,859 shares
    Change vs previous 13F -34 shares

    0.15% of the 13F portfolio, value $762,100.

    13F-HR 0001172661-26-001663 filed by West Wealth Group, 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 10,893 shares
    Change vs previous 13F +802 shares

    0.16% of the 13F portfolio, value $756,194.

    13F-HR 0001172661-26-000308 filed by West Wealth Group, 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 10,091 shares
    Change vs previous 13F -1,036 shares

    0.16% of the 13F portfolio, value $687,823.

    13F-HR 0001172661-25-004435 filed by West Wealth Group, 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 11,127 shares
    Change vs previous 13F -2,208 shares

    0.18% of the 13F portfolio, value $721,153.

    13F-HR 0001172661-25-003120 filed by West Wealth Group, 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 13,335 shares
    Change vs previous 13F +2,246 shares

    0.24% of the 13F portfolio, value $821,573.

    13F-HR 0001172661-25-001576 filed by West Wealth Group, 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 11,089 shares
    Change vs previous 13F -248 shares

    0.2% of the 13F portfolio, value $680,236.

    13F-HR 0001172661-25-000297 filed by West Wealth Group, 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 11,337 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $710,716.

    13F-HR 0001172661-24-004332 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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