Skip to content
Disclosery

Investmark Advisory Group LLC: DFIV position timeline

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

Investmark Advisory Group LLC held 85,097 DFIV 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 85,097 shares
    Change vs previous 13F +1,607 shares

    1.75% of the 13F portfolio, value $4,596,938.

    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 83,490 shares
    Change vs previous 13F -772 shares

    1.89% of the 13F portfolio, value $4,406,637.

    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 84,262 shares
    Change vs previous 13F -140 shares

    1.79% of the 13F portfolio, value $4,204,715.

    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 84,402 shares
    Change vs previous 13F -3,624 shares

    1.69% of the 13F portfolio, value $3,892,664.

    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 88,026 shares
    Change vs previous 13F -2,891 shares

    1.77% of the 13F portfolio, value $3,770,196.

    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 90,917 shares
    Change vs previous 13F -5,716 shares

    1.77% of the 13F portfolio, value $3,578,504.

    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 96,633 shares
    Change vs previous 13F +3,417 shares

    1.68% of the 13F portfolio, value $3,428,564.

    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 93,216 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $3,549,674.

    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).