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Investmark Advisory Group LLC: DFAX position timeline

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

Investmark Advisory Group LLC held 38,486 DFAX 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 38,486 shares
    Change vs previous 13F -2,348 shares

    0.54% of the 13F portfolio, value $1,417,806.

    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 40,834 shares
    Change vs previous 13F -809 shares

    0.59% of the 13F portfolio, value $1,387,142.

    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 41,643 shares
    Change vs previous 13F -824 shares

    0.58% of the 13F portfolio, value $1,362,979.

    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 42,467 shares
    Change vs previous 13F -9,817 shares

    0.58% of the 13F portfolio, value $1,332,620.

    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 52,284 shares
    Change vs previous 13F -238 shares

    0.72% of the 13F portfolio, value $1,535,590.

    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 52,522 shares
    Change vs previous 13F -539 shares

    0.68% of the 13F portfolio, value $1,376,085.

    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 53,061 shares
    Change vs previous 13F +3,175 shares

    0.65% of the 13F portfolio, value $1,319,102.

    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 49,886 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,347,424.

    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).