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POINCIANA ADVISORS GROUP, LLC: DFAT position timeline

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

POINCIANA ADVISORS GROUP, LLC held 27,593 DFAT 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 27,593 shares
    Change vs previous 13F -142 shares

    1.43% of the 13F portfolio, value $1,928,751.

    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 27,735 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $1,732,051.

    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 27,735 shares
    Change vs previous 13F -32 shares

    1.3% of the 13F portfolio, value $1,651,342.

    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 27,767 shares
    Change vs previous 13F -342 shares

    1.36% of the 13F portfolio, value $1,616,317.

    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 28,109 shares
    Change vs previous 13F -2,151 shares

    1.37% of the 13F portfolio, value $1,516,762.

    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 30,260 shares
    Change vs previous 13F -1,726 shares

    1.61% of the 13F portfolio, value $1,558,089.

    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).

  7. period ended2024-12-31
    13F 31,986 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,780,368.

    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).