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Ascentis Wealth Management, LLC: DGRO position timeline

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

Ascentis Wealth Management, LLC held 23,643 DGRO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 23,643 shares
    Change vs previous 13F -6,798 shares

    0.25% of the 13F portfolio, value $1,791,913.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 377 shares
    • Ascentis Wealth Management, LLC: 23,266 shares

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

  2. period ended2026-03-31
    13F 30,441 shares
    Change vs previous 13F +18,340 shares

    0.12% of the 13F portfolio, value $2,136,426.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,754 shares
    • Ascentis Wealth Management, LLC: 22,687 shares

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

  3. period ended2025-12-31
    13F 12,101 shares
    Change vs previous 13F -610 shares

    0.2% of the 13F portfolio, value $840,057.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, 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 12,711 shares
    Change vs previous 13F +1,595 shares

    0.18% of the 13F portfolio, value $865,370.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, 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 11,116 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $719,577.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, 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 11,116 shares
    Change vs previous 13F -1,201 shares

    0.21% of the 13F portfolio, value $684,927.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, 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 12,317 shares
    Change vs previous 13F -1,001 shares

    0.23% of the 13F portfolio, value $755,527.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, 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 13,318 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $834,913.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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