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Investmark Advisory Group LLC: DFLV position timeline

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

Investmark Advisory Group LLC held 84,408 DFLV 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 84,408 shares
    Change vs previous 13F +6 shares

    1.27% of the 13F portfolio, value $3,337,493.

    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 84,402 shares
    Change vs previous 13F -882 shares

    1.29% of the 13F portfolio, value $3,014,028.

    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 85,284 shares
    Change vs previous 13F +1,911 shares

    1.24% of the 13F portfolio, value $2,917,577.

    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 83,373 shares
    Change vs previous 13F -3,642 shares

    1.19% of the 13F portfolio, value $2,742,994.

    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 87,015 shares
    Change vs previous 13F +9,362 shares

    1.26% of the 13F portfolio, value $2,699,231.

    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 77,653 shares
    Change vs previous 13F +185 shares

    1.17% of the 13F portfolio, value $2,373,854.

    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 77,468 shares
    Change vs previous 13F +3,727 shares

    1.14% of the 13F portfolio, value $2,326,378.

    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 73,741 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,271,971.

    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).