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CPA Asset Management Group, LLC: DFSD position timeline

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

CPA Asset Management Group, LLC held 980,940 DFSD 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 980,940 shares
    Change vs previous 13F +524,230 shares

    13.49% of the 13F portfolio, value $46,839,885.

    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 456,710 shares
    Change vs previous 13F +173,626 shares

    7.33% of the 13F portfolio, value $21,867,275.

    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 283,084 shares
    Change vs previous 13F +101,300 shares

    4.76% of the 13F portfolio, value $13,573,878.

    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 181,784 shares
    Change vs previous 13F +16,875 shares

    3.38% of the 13F portfolio, value $8,760,171.

    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 164,909 shares
    Change vs previous 13F +6,167 shares

    3.33% of the 13F portfolio, value $7,917,282.

    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 158,742 shares
    Change vs previous 13F +4,169 shares

    3.32% of the 13F portfolio, value $7,543,420.

    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 154,573 shares
    Change vs previous 13F +22,858 shares

    3.37% of the 13F portfolio, value $7,246,383.

    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 131,715 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $6,288,075.

    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).