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M3 Advisory Group, LLC: F position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on F, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 33,007 F shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,007 shares
    Change vs previous 13F +64 shares

    0.24% of the 13F portfolio, value $458,793.

    13F-HR 0001951757-26-001045 filed by M3 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 32,943 shares
    Change vs previous 13F +124 shares

    0.23% of the 13F portfolio, value $380,167.

    13F-HR 0001951757-26-000697 filed by M3 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 32,819 shares
    Change vs previous 13F +154 shares

    0.26% of the 13F portfolio, value $430,582.

    13F-HR 0001951757-26-000209 filed by M3 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 32,665 shares
    Change vs previous 13F +23 shares

    0.24% of the 13F portfolio, value $390,676.

    13F-HR 0001951757-25-001363 filed by M3 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 32,642 shares
    Change vs previous 13F +303 shares

    0.25% of the 13F portfolio, value $354,164.

    13F-HR 0001951757-25-000967 filed by M3 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 32,339 shares
    Change vs previous 13F -106 shares

    0.26% of the 13F portfolio, value $324,363.

    13F-HR 0001951757-25-000419 filed by M3 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 32,445 shares
    Change vs previous 13F -5,980 shares

    0.23% of the 13F portfolio, value $321,210.

    13F-HR 0001951757-25-000083 filed by M3 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 38,425 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $405,767.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).