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Investmark Advisory Group LLC: DFAI position timeline

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

Investmark Advisory Group LLC held 63,858 DFAI 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 63,858 shares
    Change vs previous 13F +5,027 shares

    1% of the 13F portfolio, value $2,634,162.

    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 58,831 shares
    Change vs previous 13F +537 shares

    0.98% of the 13F portfolio, value $2,292,086.

    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 58,294 shares
    Change vs previous 13F +2,355 shares

    0.95% of the 13F portfolio, value $2,221,612.

    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 55,939 shares
    Change vs previous 13F +549 shares

    0.88% of the 13F portfolio, value $2,033,386.

    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 55,390 shares
    Change vs previous 13F -409 shares

    0.9% of the 13F portfolio, value $1,914,851.

    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 55,799 shares
    Change vs previous 13F -851 shares

    0.86% of the 13F portfolio, value $1,742,626.

    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 56,650 shares
    Change vs previous 13F +3,829 shares

    0.81% of the 13F portfolio, value $1,654,199.

    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 52,821 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,678,682.

    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).