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Investmark Advisory Group LLC: DFUS position timeline

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

Investmark Advisory Group LLC held 365,001 DFUS 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 365,001 shares
    Change vs previous 13F +3,944 shares

    11.36% of the 13F portfolio, value $29,908,220.

    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 361,057 shares
    Change vs previous 13F +1,061 shares

    10.96% of the 13F portfolio, value $25,602,555.

    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 359,996 shares
    Change vs previous 13F +1,543 shares

    11.37% of the 13F portfolio, value $26,700,961.

    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 358,453 shares
    Change vs previous 13F +132,923 shares

    11.26% of the 13F portfolio, value $25,966,349.

    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 225,530 shares
    Change vs previous 13F -21,546 shares

    7.08% of the 13F portfolio, value $15,115,081.

    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 247,076 shares
    Change vs previous 13F +2,390 shares

    7.38% of the 13F portfolio, value $14,943,189.

    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 244,686 shares
    Change vs previous 13F +5,819 shares

    7.65% of the 13F portfolio, value $15,598,742.

    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 238,867 shares
    Change vs previous 13F not available

    7.21% of the 13F portfolio, value $14,857,559.

    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).