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POINCIANA ADVISORS GROUP, LLC: BF-A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POINCIANA ADVISORS GROUP, LLC on BF-A, newest first. How the timeline and the estimate are built.

POINCIANA ADVISORS GROUP, LLC held 0 BF-A shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -52,325 shares

    13F-HR 0001725547-26-000132 filed by POINCIANA ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 52,325 shares
    Change vs previous 13F -6 shares

    1.09% of the 13F portfolio, value $1,376,671.

    13F-HR 0001725547-26-000072 filed by POINCIANA ADVISORS 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 ended2025-09-30
    13F 52,331 shares
    Change vs previous 13F -242 shares

    1.19% of the 13F portfolio, value $1,408,227.

    13F-HR 0001725547-25-004212 filed by POINCIANA ADVISORS 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 ended2025-06-30
    13F 52,573 shares
    Change vs previous 13F -57,020 shares

    1.3% of the 13F portfolio, value $1,444,180.

    13F-HR 0001725547-25-003468 filed by POINCIANA ADVISORS 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 ended2025-03-31
    13F 109,593 shares
    Change vs previous 13F -47,239 shares

    3.8% of the 13F portfolio, value $3,668,078.

    13F-HR 0001725547-25-001734 filed by POINCIANA ADVISORS 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 ended2024-12-31
    13F 156,832 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $5,910,998.

    13F-HR 0001725547-25-000861 filed by POINCIANA ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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