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Certified Advisory Corp: DTD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on DTD, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 31,918 DTD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,918 shares
    Change vs previous 13F -163 shares

    0.24% of the 13F portfolio, value $2,976,256.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 32,081 shares
    Change vs previous 13F -1,947 shares

    0.25% of the 13F portfolio, value $2,770,510.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 34,028 shares
    Change vs previous 13F +737 shares

    0.26% of the 13F portfolio, value $2,888,284.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 33,291 shares
    Change vs previous 13F +2,077 shares

    0.27% of the 13F portfolio, value $2,796,433.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 31,214 shares
    Change vs previous 13F -407 shares

    0.26% of the 13F portfolio, value $2,482,106.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 31,621 shares
    Change vs previous 13F -2,535 shares

    0.28% of the 13F portfolio, value $2,433,227.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 34,156 shares
    Change vs previous 13F +126 shares

    0.28% of the 13F portfolio, value $2,591,171.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 34,030 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,609,404.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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