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Disclosery

Concord Wealth Partners: DGRO position timeline

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

Concord Wealth Partners held 170,766 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,766 shares
    Change vs previous 13F -6,352 shares

    0.85% of the 13F portfolio, value $12,942,356.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 96,747 shares
    • Concord Asset Management, LLC/VA: 74,019 shares

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

  2. period ended2026-03-31
    13F 177,118 shares
    Change vs previous 13F -9,294 shares

    0.91% of the 13F portfolio, value $12,430,170.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 100,594 shares
    • Concord Asset Management, LLC/VA: 76,524 shares

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

  3. period ended2025-12-31
    13F 186,412 shares
    Change vs previous 13F -3,887 shares

    0.96% of the 13F portfolio, value $12,940,713.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 105,327 shares
    • Concord Asset Management, LLC/VA: 81,085 shares

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

  4. period ended2025-09-30
    13F 190,299 shares
    Change vs previous 13F -39,725 shares

    1.02% of the 13F portfolio, value $12,955,544.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 107,420 shares
    • Concord Asset Management, LLC/VA: 82,879 shares

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

  5. period ended2025-06-30
    13F 230,024 shares
    Change vs previous 13F +8,550 shares

    1.09% of the 13F portfolio, value $14,707,754.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 115,012 shares
    • Concord Asset Management, LLC/VA: 115,012 shares

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

  6. period ended2025-03-31
    13F 221,474 shares
    Change vs previous 13F -228,374 shares

    1.26% of the 13F portfolio, value $13,418,657.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 133,478 shares
    • Concord Asset Management, LLC/VA: 87,996 shares

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

  7. period ended2024-12-31
    13F 449,848 shares
    Change vs previous 13F +955 shares

    2.59% of the 13F portfolio, value $27,593,690.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 241,980 shares
    • Concord Asset Management, LLC/VA: 207,868 shares

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

  8. period ended2024-09-30
    13F 448,893 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $28,141,071.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 250,358 shares
    • Concord Asset Management, LLC/VA: 198,535 shares

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