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Disclosery

Whelan Financial: DGRO position timeline

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

Whelan Financial held 7,538 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,538 shares
    Change vs previous 13F -49 shares

    0.16% of the 13F portfolio, value $571,331.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 7,587 shares
    Change vs previous 13F -425 shares

    0.17% of the 13F portfolio, value $532,480.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 8,012 shares
    Change vs previous 13F -1 shares

    0.17% of the 13F portfolio, value $556,217.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 8,013 shares
    Change vs previous 13F -150 shares

    0.17% of the 13F portfolio, value $545,548.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 8,163 shares
    Change vs previous 13F -18 shares

    0.19% of the 13F portfolio, value $521,964.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 8,181 shares
    Change vs previous 13F -204 shares

    0.2% of the 13F portfolio, value $505,443.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 8,385 shares
    Change vs previous 13F -122 shares

    0.2% of the 13F portfolio, value $514,356.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 8,507 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $533,325.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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