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POINCIANA ADVISORS GROUP, LLC: HOOD position timeline

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

POINCIANA ADVISORS GROUP, LLC held 2,764 HOOD 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 2,764 shares
    Change vs previous 13F +2,764 shares

    0.21% of the 13F portfolio, value $277,174.

    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 0 shares
    Change vs previous 13F -2,764 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,764 shares
    Change vs previous 13F -2,551 shares

    0.25% of the 13F portfolio, value $312,608.

    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 5,315 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $761,002.

    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 5,315 shares
    Change vs previous 13F +17 shares

    0.45% of the 13F portfolio, value $497,643.

    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 5,298 shares
    Change vs previous 13F -399 shares

    0.23% of the 13F portfolio, value $220,503.

    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 5,697 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $212,270.

    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).