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Certified Advisory Corp: FAD position timeline

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

Certified Advisory Corp held 6,704 FAD 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 6,704 shares
    Change vs previous 13F +223 shares

    0.11% of the 13F portfolio, value $1,340,642.

    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 6,481 shares
    Change vs previous 13F +349 shares

    0.09% of the 13F portfolio, value $1,029,916.

    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 6,132 shares
    Change vs previous 13F -149 shares

    0.09% of the 13F portfolio, value $992,545.

    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 6,281 shares
    Change vs previous 13F -102 shares

    0.1% of the 13F portfolio, value $1,008,451.

    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 6,383 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $937,105.

    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).