Skip to content
Disclosery

XML Financial, LLC: DGRO position timeline

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

XML Financial, LLC held 585,875 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 585,875 shares
    Change vs previous 13F +9,826 shares

    3.23% of the 13F portfolio, value $44,403,429.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 576,049 shares
    Change vs previous 13F +68,363 shares

    3.26% of the 13F portfolio, value $40,427,111.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 507,686 shares
    Change vs previous 13F -540 shares

    2.88% of the 13F portfolio, value $35,243,534.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 508,226 shares
    Change vs previous 13F +3,777 shares

    2.82% of the 13F portfolio, value $34,600,009.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 504,449 shares
    Change vs previous 13F +8,058 shares

    2.8% of the 13F portfolio, value $32,254,451.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 496,391 shares
    Change vs previous 13F -7,544 shares

    2.86% of the 13F portfolio, value $30,667,018.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 503,935 shares
    Change vs previous 13F +32,908 shares

    2.84% of the 13F portfolio, value $30,911,382.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 471,027 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $29,528,672.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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