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CWM, LLC: DGRO position timeline

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

CWM, LLC held 117,213 DGRO shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 117,213 shares
    Change vs previous 13F -301 shares

    0.02% of the 13F portfolio, value $8,225,997.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 117,514 shares
    Change vs previous 13F +20,852 shares

    0.02% of the 13F portfolio, value $8,158,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 96,662 shares
    Change vs previous 13F +17,955 shares

    0.02% of the 13F portfolio, value $6,581,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 78,707 shares
    Change vs previous 13F +6,602 shares

    0.02% of the 13F portfolio, value $5,033,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 72,105 shares
    Change vs previous 13F +5,697 shares

    0.02% of the 13F portfolio, value $4,455,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 66,408 shares
    Change vs previous 13F -1,182 shares

    0.02% of the 13F portfolio, value $4,073,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 67,590 shares
    Change vs previous 13F -1,025,178 shares

    0.02% of the 13F portfolio, value $4,237,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,092,768 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $62,954,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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