DGRO β€” ISHARES

Ownership history in LEIGH BALDWIN & CO., LLC  Β·  5 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported ISHARES (DGRO) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.09% in 2025 Q4. The latest visible filing shows DGRO at 4.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEIGH BALDWIN & CO., LLC's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DGRO was reported at 4.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LEIGH BALDWIN & CO., LLC held DGRO β€” position size vs. price
% of Fund (quarterly)    DGRO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 89,595 -213,917 -70.5% 4.09% $6.2M 2026-02-14 (Est.) $73.28
2025 Q3 ADDED 303,512 +224,944 +286.3% 3.49% $12.0M 2025-11-13 $67.84
2025 Q2 ADDED 78,568 +14,284 +22.2% 3.30% $5.0M 2025-08-12 $64.64
2025 Q1 REDUCED 64,284 -2,955,101 -97.9% 3.20% $4.0M 2025-05-13 $60.49
2024 Q4 INITIATED 3,019,385 β€” β€” 2.62% $3.0M 2025-02-14 $62.13

FAQ About LEIGH BALDWIN & CO., LLC and DGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEIGH BALDWIN & CO., LLC reported owning DGRO?

LEIGH BALDWIN & CO., LLC reported DGRO across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DGRO position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for DGRO was 4.09% in 2025 Q4.

What is the latest reported DGRO position on this page?

The most recent filing on this page is 2025 Q4, when LEIGH BALDWIN & CO., LLC reported 89,595 shares, equal to 4.09% of portfolio, with an estimated market value of $6.2M.

What does the chart on this DGRO ownership page compare?

The chart compares LEIGH BALDWIN & CO., LLC's quarterly DGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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