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Disclosery

Financial Advisory Group: DIA position timeline

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

Financial Advisory Group held 65,482 DIA shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 65,482 shares
    Change vs previous 13F -3,032 shares

    4.6% of the 13F portfolio, value $26,046,120.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 68,514 shares
    Change vs previous 13F -3,147 shares

    4.9% of the 13F portfolio, value $25,820,871.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 71,661 shares
    Change vs previous 13F -7,533 shares

    4.94% of the 13F portfolio, value $24,002,852.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 79,194 shares
    Change vs previous 13F -2,936 shares

    5.38% of the 13F portfolio, value $27,230,857.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 82,130 shares
    Change vs previous 13F -1,039 shares

    5.51% of the 13F portfolio, value $27,318,081.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 83,169 shares
    Change vs previous 13F -1,369 shares

    5.85% of the 13F portfolio, value $27,556,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 84,538 shares
    Change vs previous 13F +778 shares

    5.47% of the 13F portfolio, value $24,288,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 83,760 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $25,783,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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