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Spire Wealth Management: DGRO position timeline

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

Spire Wealth Management held 29,359 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,359 shares
    Change vs previous 13F +832 shares

    0.07% of the 13F portfolio, value $2,225,110.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 28,527 shares
    Change vs previous 13F +1,721 shares

    0.07% of the 13F portfolio, value $2,002,040.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 26,806 shares
    Change vs previous 13F -447 shares

    0.06% of the 13F portfolio, value $1,860,869.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 27,253 shares
    Change vs previous 13F +2,613 shares

    0.06% of the 13F portfolio, value $1,855,408.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 24,640 shares
    Change vs previous 13F -4,140 shares

    0.06% of the 13F portfolio, value $1,575,458.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 28,780 shares
    Change vs previous 13F +1,545 shares

    0.06% of the 13F portfolio, value $1,778,038.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 27,235 shares
    Change vs previous 13F +7,201 shares

    0.05% of the 13F portfolio, value $1,670,624.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 20,034 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,255,947.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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