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Investmark Advisory Group LLC: DFAS position timeline

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

Investmark Advisory Group LLC held 63,949 DFAS 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 63,949 shares
    Change vs previous 13F +1,781 shares

    2% of the 13F portfolio, value $5,265,524.

    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 62,168 shares
    Change vs previous 13F -2,111 shares

    1.89% of the 13F portfolio, value $4,422,039.

    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 64,279 shares
    Change vs previous 13F +464 shares

    1.91% of the 13F portfolio, value $4,478,346.

    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 63,815 shares
    Change vs previous 13F -1,424 shares

    1.89% of the 13F portfolio, value $4,368,793.

    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 65,239 shares
    Change vs previous 13F -17,330 shares

    1.95% of the 13F portfolio, value $4,156,408.

    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 82,569 shares
    Change vs previous 13F +4,665 shares

    2.44% of the 13F portfolio, value $4,933,512.

    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 77,904 shares
    Change vs previous 13F +2,480 shares

    2.49% of the 13F portfolio, value $5,070,036.

    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 75,424 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $4,892,038.

    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).