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Zhang Financial LLC: DGRO position timeline

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

Zhang Financial LLC held 10,779 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,779 shares
    Change vs previous 13F -1,232 shares

    0.02% of the 13F portfolio, value $816,938.

    13F-HR 0001776290-26-000005 filed by Zhang 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 12,011 shares
    Change vs previous 13F -473 shares

    0.03% of the 13F portfolio, value $842,950.

    13F-HR 0001776290-26-000004 filed by Zhang 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 12,484 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $866,646.

    13F-HR 0001776290-26-000002 filed by Zhang 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 12,457 shares
    Change vs previous 13F -4,051 shares

    0.03% of the 13F portfolio, value $848,076.

    13F-HR 0001776290-25-000006 filed by Zhang 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 16,508 shares
    Change vs previous 13F +10,219 shares

    0.05% of the 13F portfolio, value $1,055,533.

    13F-HR 0001776290-25-000005 filed by Zhang 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 6,289 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $388,535.

    13F-HR 0001776290-25-000002 filed by Zhang 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 6,265 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $384,321.

    13F-HR 0001776290-25-000001 filed by Zhang 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 6,237 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $390,994.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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