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POINCIANA ADVISORS GROUP, LLC: DFUS position timeline

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

POINCIANA ADVISORS GROUP, LLC held 44,590 DFUS 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 44,590 shares
    Change vs previous 13F +5,421 shares

    2.71% of the 13F portfolio, value $3,653,705.

    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 39,169 shares
    Change vs previous 13F -548 shares

    2.19% of the 13F portfolio, value $2,777,474.

    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 39,717 shares
    Change vs previous 13F +4,082 shares

    2.32% of the 13F portfolio, value $2,945,810.

    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 35,635 shares
    Change vs previous 13F +2,283 shares

    2.18% of the 13F portfolio, value $2,581,399.

    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 33,352 shares
    Change vs previous 13F +7,302 shares

    2.02% of the 13F portfolio, value $2,235,251.

    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 26,050 shares
    Change vs previous 13F +11,108 shares

    1.63% of the 13F portfolio, value $1,575,504.

    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 14,942 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $952,553.

    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).