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Investmark Advisory Group LLC: DFGR position timeline

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

Investmark Advisory Group LLC held 13,734 DFGR 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 13,734 shares
    Change vs previous 13F +1,515 shares

    0.15% of the 13F portfolio, value $397,887.

    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 12,219 shares
    Change vs previous 13F +196 shares

    0.14% of the 13F portfolio, value $324,797.

    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 12,023 shares
    Change vs previous 13F +252 shares

    0.14% of the 13F portfolio, value $317,654.

    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 11,771 shares
    Change vs previous 13F +212 shares

    0.14% of the 13F portfolio, value $321,481.

    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 11,559 shares
    Change vs previous 13F -1,994 shares

    0.15% of the 13F portfolio, value $310,142.

    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 13,553 shares
    Change vs previous 13F -1,020 shares

    0.18% of the 13F portfolio, value $355,922.

    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 14,573 shares
    Change vs previous 13F +807 shares

    0.18% of the 13F portfolio, value $372,213.

    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 13,766 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $397,301.

    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).