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POINCIANA ADVISORS GROUP, LLC: DFAE position timeline

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

POINCIANA ADVISORS GROUP, LLC held 10,180 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,180 shares
    Change vs previous 13F -245 shares

    0.3% of the 13F portfolio, value $409,338.

    13F-HR 0001725547-26-000256 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).

  2. period ended2026-03-31
    13F 10,425 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $352,991.

    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).

  3. period ended2025-12-31
    13F 10,425 shares
    Change vs previous 13F +653 shares

    0.27% of the 13F portfolio, value $339,542.

    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).

  4. period ended2025-09-30
    13F 9,772 shares
    Change vs previous 13F +488 shares

    0.26% of the 13F portfolio, value $308,111.

    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).

  5. period ended2025-06-30
    13F 9,284 shares
    Change vs previous 13F +1,436 shares

    0.24% of the 13F portfolio, value $268,772.

    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).

  6. period ended2025-03-31
    13F 7,848 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $203,185.

    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).