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Investmark Advisory Group LLC: FENY position timeline

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

Investmark Advisory Group LLC held 8,965 FENY 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 8,965 shares
    Change vs previous 13F -33 shares

    0.1% of the 13F portfolio, value $265,019.

    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 8,998 shares
    Change vs previous 13F +27 shares

    0.13% of the 13F portfolio, value $306,145.

    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 8,971 shares
    Change vs previous 13F +37 shares

    0.09% of the 13F portfolio, value $222,218.

    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 8,934 shares
    Change vs previous 13F -501 shares

    0.1% of the 13F portfolio, value $220,864.

    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 9,435 shares
    Change vs previous 13F -97 shares

    0.1% of the 13F portfolio, value $221,272.

    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 9,532 shares
    Change vs previous 13F -550 shares

    0.12% of the 13F portfolio, value $243,561.

    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 10,082 shares
    Change vs previous 13F +237 shares

    0.12% of the 13F portfolio, value $240,366.

    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 9,845 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $237,078.

    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).