Skip to content
Disclosery

Investmark Advisory Group LLC: DFAE position timeline

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

Investmark Advisory Group LLC held 61,258 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,258 shares
    Change vs previous 13F +1,398 shares

    0.94% of the 13F portfolio, value $2,463,172.

    13F-HR 0001172661-26-003182 filed by Investmark Advisory 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 59,860 shares
    Change vs previous 13F -1,986 shares

    0.87% of the 13F portfolio, value $2,026,874.

    13F-HR 0001172661-26-002249 filed by Investmark Advisory 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 61,846 shares
    Change vs previous 13F +980 shares

    0.86% of the 13F portfolio, value $2,014,353.

    13F-HR 0001172661-26-000347 filed by Investmark Advisory 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 60,866 shares
    Change vs previous 13F -772 shares

    0.83% of the 13F portfolio, value $1,919,126.

    13F-HR 0001172661-25-004399 filed by Investmark Advisory 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 61,638 shares
    Change vs previous 13F -5,389 shares

    0.84% of the 13F portfolio, value $1,784,436.

    13F-HR 0001172661-25-003439 filed by Investmark Advisory 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 67,027 shares
    Change vs previous 13F +6,124 shares

    0.86% of the 13F portfolio, value $1,735,348.

    13F-HR 0001172661-25-002023 filed by Investmark Advisory 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 60,903 shares
    Change vs previous 13F -511 shares

    0.76% of the 13F portfolio, value $1,545,116.

    13F-HR 0001172661-25-001322 filed by Investmark Advisory 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 61,414 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,683,358.

    13F-HR 0001172661-24-005067 filed by Investmark Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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