Skip to content
Disclosery

Certified Advisory Corp: POCT position timeline

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

Certified Advisory Corp held 127,938 POCT 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 127,938 shares
    Change vs previous 13F -4,602 shares

    0.48% of the 13F portfolio, value $5,937,614.

    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 132,540 shares
    Change vs previous 13F -5,455 shares

    0.51% of the 13F portfolio, value $5,713,797.

    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 137,995 shares
    Change vs previous 13F +28,777 shares

    0.55% of the 13F portfolio, value $6,060,721.

    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 109,218 shares
    Change vs previous 13F -8,778 shares

    0.45% of the 13F portfolio, value $4,707,295.

    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 117,996 shares
    Change vs previous 13F -4,167 shares

    0.51% of the 13F portfolio, value $4,873,216.

    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 122,163 shares
    Change vs previous 13F -2,485 shares

    0.54% of the 13F portfolio, value $4,746,024.

    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 124,648 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,931,865.

    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).