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Investmark Advisory Group LLC: DFUV position timeline

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

Investmark Advisory Group LLC held 228,172 DFUV 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 228,172 shares
    Change vs previous 13F +1,115 shares

    4.77% of the 13F portfolio, value $12,551,749.

    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 227,057 shares
    Change vs previous 13F -7,416 shares

    4.71% of the 13F portfolio, value $11,003,230.

    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 234,473 shares
    Change vs previous 13F -4,200 shares

    4.65% of the 13F portfolio, value $10,924,106.

    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 238,673 shares
    Change vs previous 13F -231,856 shares

    4.63% of the 13F portfolio, value $10,666,301.

    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 470,529 shares
    Change vs previous 13F -35,787 shares

    9.32% of the 13F portfolio, value $19,893,999.

    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 506,316 shares
    Change vs previous 13F +5,292 shares

    10.31% of the 13F portfolio, value $20,865,285.

    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 501,024 shares
    Change vs previous 13F +11,271 shares

    10.05% of the 13F portfolio, value $20,501,905.

    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 489,753 shares
    Change vs previous 13F not available

    9.91% of the 13F portfolio, value $20,417,842.

    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).