Capital Analysts, LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Analysts, LLC on DGRO, newest first. How the timeline and the estimate are built.
Capital Analysts, LLC held 453,330 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 453,330 sharesChange vs previous 13F -5,774 shares
0.79% of the 13F portfolio, value $34,358,000.
13F-HR 0001624758-26-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 459,104 sharesChange vs previous 13F +44,925 shares
0.85% of the 13F portfolio, value $32,220,000.
13F-HR 0001624758-26-000005 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 414,179 sharesChange vs previous 13F +11,463 shares
0.8% of the 13F portfolio, value $28,752,000.
13F-HR/A 0001624758-26-000008 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 402,716 sharesChange vs previous 13F -284 shares
0.8% of the 13F portfolio, value $27,417,000.
13F-HR 0001624758-25-000011 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 403,000 sharesChange vs previous 13F +153,641 shares
0.86% of the 13F portfolio, value $25,768,000.
13F-HR 0001624758-25-000006 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 249,359 sharesChange vs previous 13F +24,357 shares
0.57% of the 13F portfolio, value $15,405,000.
13F-HR 0001624758-25-000004 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 225,002 sharesChange vs previous 13F +924 shares
0.55% of the 13F portfolio, value $13,802,000.
13F-HR 0001624758-25-000002 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 224,078 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $14,047,000.
13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).