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Investmark Advisory Group LLC: DFAU position timeline

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

Investmark Advisory Group LLC held 72,950 DFAU 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 72,950 shares
    Change vs previous 13F +1,587 shares

    1.43% of the 13F portfolio, value $3,770,809.

    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 71,363 shares
    Change vs previous 13F +789 shares

    1.38% of the 13F portfolio, value $3,219,940.

    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 70,574 shares
    Change vs previous 13F -143 shares

    1.41% of the 13F portfolio, value $3,302,879.

    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 70,717 shares
    Change vs previous 13F -2,005 shares

    1.4% of the 13F portfolio, value $3,236,014.

    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 72,722 shares
    Change vs previous 13F -98 shares

    1.44% of the 13F portfolio, value $3,080,509.

    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 72,820 shares
    Change vs previous 13F +355 shares

    1.38% of the 13F portfolio, value $2,799,223.

    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 72,465 shares
    Change vs previous 13F -5,695 shares

    1.44% of the 13F portfolio, value $2,934,127.

    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 78,160 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,102,182.

    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).