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Disclosery

Demars Financial Group, LLC: CEF position timeline

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

Demars Financial Group, LLC held 95,014 CEF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,014 shares
    Change vs previous 13F +13,571 shares

    1.06% of the 13F portfolio, value $3,822,401.

    13F-HR 0001723115-26-000004 filed by Demars Financial 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 81,443 shares
    Change vs previous 13F +2,778 shares

    1.28% of the 13F portfolio, value $3,886,465.

    13F-HR 0001723115-26-000003 filed by Demars Financial 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 78,665 shares
    Change vs previous 13F -3,547 shares

    1.21% of the 13F portfolio, value $3,602,862.

    13F-HR 0001723115-26-000001 filed by Demars Financial 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 82,212 shares
    Change vs previous 13F -6,234 shares

    1.04% of the 13F portfolio, value $3,016,362.

    13F-HR 0001723115-25-000007 filed by Demars Financial 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 88,446 shares
    Change vs previous 13F -2,337,288 shares

    1.02% of the 13F portfolio, value $2,662,233.

    13F-HR 0001723115-25-000004 filed by Demars Financial 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 2,425,734 shares
    Change vs previous 13F +425,896 shares

    13F-HR 0001723115-25-000003 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,999,838 shares
    Change vs previous 13F +1,906,362 shares

    13F-HR 0001723115-25-000002 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 93,476 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,289,234.

    13F-HR 0001723115-24-000009 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).