Investmark Advisory Group LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Shelton, CT
CIK
0001926349
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 115 187,503 DFUV, DFUS, AAPL, DFAC 13F-HR 8/14/2024 000117266124003453
Q1 2024 116 182,341 DFUV, DFUS, AAPL, DFAC 13F-HR 5/17/2024 000117266124002535
Q4 2023 117 170,509 DFUV, DFUS, AAPL, DFAC 13F-HR 2/14/2024 000117266124000956
Q3 2023 106 147,604 DFUV, DFUS, AAPL, DFAC 13F-HR 11/14/2023 000117266123003983
Q2 2023 105 149,946 DFUV, DFUS, AAPL, DFAC 13F-HR 8/14/2023 000117266123003115
Q1 2023 100 136,180 DFUV, DFUS, AAPL, DFAC 13F-HR 5/15/2023 000117266123002342
Q4 2022 106 134,897 DFUV, DFUS, AAPL, DFAC 13F-HR 1/24/2023 000117266123000278
Q3 2022 98 111,329 DFUV, DFUS, AAPL, DFAC 13F-HR 11/14/2022 000160658722002306
Q2 2022 88 101,176 DFUV, DFUS, AAPL, DFAC 13F-HR 7/15/2022 000160658722001323
Q1 2022 91 96,988 DFUS, AAPL, DFAC, QCOM RESTATEMENT 5/3/2022 000160658722000891
Q4 2021 388 106,950 AAPL, DFUS, DFAC, QCOM 13F-HR 5/3/2022 000160658722000878
Additional filings from Investmark Advisory Group LLC that have since been restated