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CPA Asset Management Group, LLC: DFAS position timeline

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

CPA Asset Management Group, LLC held 73,854 DFAS 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 73,854 shares
    Change vs previous 13F -20,357 shares

    1.75% of the 13F portfolio, value $6,081,139.

    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 94,211 shares
    Change vs previous 13F +9,908 shares

    2.25% of the 13F portfolio, value $6,701,229.

    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 84,303 shares
    Change vs previous 13F +6,814 shares

    2.06% of the 13F portfolio, value $5,873,391.

    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 77,489 shares
    Change vs previous 13F +11,749 shares

    2.05% of the 13F portfolio, value $5,304,897.

    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 65,740 shares
    Change vs previous 13F +3,687 shares

    1.76% of the 13F portfolio, value $4,188,296.

    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 62,053 shares
    Change vs previous 13F -1,334 shares

    1.63% of the 13F portfolio, value $3,707,667.

    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 63,387 shares
    Change vs previous 13F +7,976 shares

    1.92% of the 13F portfolio, value $4,125,226.

    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 55,411 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,593,958.

    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).