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Investmark Advisory Group LLC: FELG position timeline

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

Investmark Advisory Group LLC held 87,414 FELG 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 87,414 shares
    Change vs previous 13F +5,183 shares

    1.45% of the 13F portfolio, value $3,824,381.

    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 82,231 shares
    Change vs previous 13F +2,194 shares

    1.32% of the 13F portfolio, value $3,082,847.

    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 80,037 shares
    Change vs previous 13F +12,307 shares

    1.42% of the 13F portfolio, value $3,337,559.

    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 67,730 shares
    Change vs previous 13F +13,990 shares

    1.21% of the 13F portfolio, value $2,785,068.

    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 53,740 shares
    Change vs previous 13F +43,936 shares

    0.93% of the 13F portfolio, value $1,990,014.

    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 9,804 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $308,839.

    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).