POINCIANA ADVISORS GROUP, LLC: CMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POINCIANA ADVISORS GROUP, LLC on CMI, newest first. How the timeline and the estimate are built.
POINCIANA ADVISORS GROUP, LLC held 709 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 709 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $505,666.
13F-HR 0001725547-26-000256 filed by POINCIANA ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 709 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $381,456.
13F-HR 0001725547-26-000132 filed by POINCIANA ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 709 sharesChange vs previous 13F -7 shares
0.29% of the 13F portfolio, value $361,909.
13F-HR 0001725547-26-000072 filed by POINCIANA ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 716 sharesChange vs previous 13F -66 shares
0.26% of the 13F portfolio, value $302,417.
13F-HR 0001725547-25-004212 filed by POINCIANA ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 782 sharesChange vs previous 13F +73 shares
0.23% of the 13F portfolio, value $256,105.
13F-HR 0001725547-25-003468 filed by POINCIANA ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 709 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $222,229.
13F-HR 0001725547-25-001734 filed by POINCIANA ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 709 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $247,157.
13F-HR 0001725547-25-000861 filed by POINCIANA ADVISORS GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).