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CPA Asset Management Group, LLC: DFIP position timeline

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

CPA Asset Management Group, LLC held 24,935 DFIP 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 24,935 shares
    Change vs previous 13F -122,527 shares

    0.3% of the 13F portfolio, value $1,028,694.

    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 147,462 shares
    Change vs previous 13F -18,007 shares

    2.06% of the 13F portfolio, value $6,152,115.

    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 165,469 shares
    Change vs previous 13F -193,840 shares

    2.41% of the 13F portfolio, value $6,876,065.

    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 359,309 shares
    Change vs previous 13F -72,735 shares

    5.85% of the 13F portfolio, value $15,173,620.

    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 432,044 shares
    Change vs previous 13F +9,912 shares

    7.59% of the 13F portfolio, value $18,063,760.

    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 422,132 shares
    Change vs previous 13F +1,167 shares

    7.82% of the 13F portfolio, value $17,776,401.

    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 420,965 shares
    Change vs previous 13F +15,081 shares

    7.92% of the 13F portfolio, value $17,045,210.

    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 405,884 shares
    Change vs previous 13F not available

    8.29% of the 13F portfolio, value $17,160,776.

    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).