Skip to content
Disclosery

POINCIANA ADVISORS GROUP, LLC: TER position timeline

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

POINCIANA ADVISORS GROUP, LLC held 1,382 TER 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 1,382 shares
    Change vs previous 13F -1,633 shares

    0.5% of the 13F portfolio, value $668,667.

    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 3,015 shares
    Change vs previous 13F -119 shares

    0.71% of the 13F portfolio, value $893,827.

    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 3,134 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $606,617.

    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 3,134 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $431,364.

    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 3,134 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $281,809.

    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).