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Disclosery

CPA Asset Management Group, LLC: DFNM position timeline

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

CPA Asset Management Group, LLC held 0 DFNM shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -15,869 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 15,869 shares
    Change vs previous 13F -1,895 shares

    0.29% of the 13F portfolio, value $761,395.

    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).

  3. period ended2025-06-30
    13F 17,764 shares
    Change vs previous 13F -12,775 shares

    0.35% of the 13F portfolio, value $842,547.

    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).

  4. period ended2025-03-31
    13F 30,539 shares
    Change vs previous 13F +156 shares

    0.64% of the 13F portfolio, value $1,452,741.

    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).

  5. period ended2024-12-31
    13F 30,383 shares
    Change vs previous 13F +3,397 shares

    0.67% of the 13F portfolio, value $1,451,396.

    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).

  6. period ended2024-09-30
    13F 26,986 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,309,901.

    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).