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Disclosery

AG Asset Advisory, LLC: DFAS position timeline

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

AG Asset Advisory, LLC held 35,987 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,987 shares
    Change vs previous 13F +861 shares

    2.4% of the 13F portfolio, value $2,963,170.

    13F-HR 0001625008-26-000004 filed by AG Asset Advisory, LLC
    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 35,126 shares
    Change vs previous 13F +3,576 shares

    2.07% of the 13F portfolio, value $2,498,512.

    13F-HR 0001625008-26-000002 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,550 shares
    Change vs previous 13F +6,545 shares

    1.88% of the 13F portfolio, value $2,198,089.

    13F-HR 0001625008-26-000001 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,005 shares
    Change vs previous 13F -6,190 shares

    1.42% of the 13F portfolio, value $1,711,842.

    13F-HR 0001625008-25-000004 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,195 shares
    Change vs previous 13F +1,187 shares

    1.73% of the 13F portfolio, value $1,987,433.

    13F-HR 0001085146-25-004520 filed by AG Asset Advisory, LLC
    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 30,008 shares
    Change vs previous 13F +3,553 shares

    1.84% of the 13F portfolio, value $1,793,030.

    13F-HR 0001085146-25-002683 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,455 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,721,709.

    13F-HR 0001085146-25-001816 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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