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CPA Asset Management Group, LLC: DFAE position timeline

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

CPA Asset Management Group, LLC held 675,582 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 675,582 shares
    Change vs previous 13F -8,357 shares

    7.82% of the 13F portfolio, value $27,165,153.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, 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 683,939 shares
    Change vs previous 13F +13,022 shares

    7.77% of the 13F portfolio, value $23,158,175.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, 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 670,917 shares
    Change vs previous 13F +27,079 shares

    7.67% of the 13F portfolio, value $21,851,767.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, 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 643,838 shares
    Change vs previous 13F -6,196 shares

    7.83% of the 13F portfolio, value $20,300,213.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management Group, 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 650,034 shares
    Change vs previous 13F +357 shares

    7.91% of the 13F portfolio, value $18,818,485.

    13F-HR 0001963967-25-000006 filed by CPA Asset Management Group, 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 649,677 shares
    Change vs previous 13F +5,391 shares

    7.4% of the 13F portfolio, value $16,820,138.

    13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, 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 644,286 shares
    Change vs previous 13F +13,515 shares

    7.6% of the 13F portfolio, value $16,345,536.

    13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, LLC
    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 630,771 shares
    Change vs previous 13F not available

    8.35% of the 13F portfolio, value $17,289,434.

    13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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