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POINCIANA ADVISORS GROUP, LLC: DFGR position timeline

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

POINCIANA ADVISORS GROUP, LLC held 76,384 DFGR 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 76,384 shares
    Change vs previous 13F -1,070 shares

    1.64% of the 13F portfolio, value $2,212,837.

    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 77,454 shares
    Change vs previous 13F +3,009 shares

    1.62% of the 13F portfolio, value $2,058,721.

    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 74,445 shares
    Change vs previous 13F +13,949 shares

    1.55% of the 13F portfolio, value $1,966,830.

    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 60,496 shares
    Change vs previous 13F +232 shares

    1.4% of the 13F portfolio, value $1,652,139.

    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 60,264 shares
    Change vs previous 13F +5,285 shares

    1.46% of the 13F portfolio, value $1,616,876.

    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 54,979 shares
    Change vs previous 13F +4,502 shares

    1.5% of the 13F portfolio, value $1,443,736.

    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 50,477 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,289,183.

    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).