Skip to content
Disclosery

POINCIANA ADVISORS GROUP, LLC: DFIV position timeline

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

POINCIANA ADVISORS GROUP, LLC held 74,425 DFIV 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 74,425 shares
    Change vs previous 13F -15,000 shares

    3.4% of the 13F portfolio, value $4,577,620.

    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 89,425 shares
    Change vs previous 13F -3,499 shares

    3.73% of the 13F portfolio, value $4,719,866.

    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 92,924 shares
    Change vs previous 13F +3,114 shares

    3.66% of the 13F portfolio, value $4,636,912.

    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 89,810 shares
    Change vs previous 13F -1,666 shares

    3.5% of the 13F portfolio, value $4,142,058.

    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 91,476 shares
    Change vs previous 13F -1,295 shares

    3.53% of the 13F portfolio, value $3,917,908.

    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 92,771 shares
    Change vs previous 13F -209 shares

    3.78% of the 13F portfolio, value $3,651,478.

    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 92,980 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $3,298,924.

    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).