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Disclosery

CPA Asset Management Group, LLC: DFUS position timeline

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

CPA Asset Management Group, LLC held 33,405 DFUS 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 33,405 shares
    Change vs previous 13F -71,004 shares

    0.79% of the 13F portfolio, value $2,737,206.

    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 104,409 shares
    Change vs previous 13F -5,733 shares

    2.48% of the 13F portfolio, value $7,403,643.

    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 110,142 shares
    Change vs previous 13F -8,063 shares

    2.87% of the 13F portfolio, value $8,169,233.

    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 118,205 shares
    Change vs previous 13F +8,007 shares

    3.3% of the 13F portfolio, value $8,562,771.

    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 110,198 shares
    Change vs previous 13F -90 shares

    3.1% of the 13F portfolio, value $7,385,470.

    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 110,288 shares
    Change vs previous 13F -972 shares

    2.94% of the 13F portfolio, value $6,670,219.

    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 111,260 shares
    Change vs previous 13F +9,382 shares

    3.3% of the 13F portfolio, value $7,092,825.

    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 101,878 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $6,336,812.

    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).