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CPA Asset Management Group, LLC: DFAI position timeline

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

CPA Asset Management Group, LLC held 477,119 DFAI 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 477,119 shares
    Change vs previous 13F +26,424 shares

    5.67% of the 13F portfolio, value $19,681,159.

    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 450,695 shares
    Change vs previous 13F +19,038 shares

    5.89% of the 13F portfolio, value $17,559,078.

    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 431,657 shares
    Change vs previous 13F +36,974 shares

    5.77% of the 13F portfolio, value $16,450,449.

    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 394,683 shares
    Change vs previous 13F +3,575 shares

    5.53% of the 13F portfolio, value $14,346,728.

    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 391,108 shares
    Change vs previous 13F +2,816 shares

    5.68% of the 13F portfolio, value $13,520,604.

    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 388,292 shares
    Change vs previous 13F +3,186 shares

    5.34% of the 13F portfolio, value $12,126,360.

    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 385,106 shares
    Change vs previous 13F +209,880 shares

    5.23% of the 13F portfolio, value $11,245,096.

    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 175,226 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $5,568,683.

    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).