Filer Snapshot

Investmark Advisory Group LLC

CIK 0001926349. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

21

Latest Filing

15 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001926349.

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Business address
3 Enterprise Drive, Fourth Floor, Shelton, CT, 06484
Top securities (13F)
DFUS, DFUV, AAPL, DFAC, CGGR, PM, MO, CVX, ABBV, JNJ, FDVV, DFAS, DFIV, T, HD, QCOM, SPY, PG, PEP, and LMT
State of incorporation
CT
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Investmark Advisory Group LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $233.66M across 142 reported holdings for Q1 2026.
  • Largest parsed 13F holding: DFUS at $25.6M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 142 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

DFUS

11%

Dimensional Etf Trust

$25.6M

DFUV

4.7%

Dimensional Etf Trust

$11M

AAPL

4.6%

Apple Inc

$10.73M

DFAC

3.7%

Dimensional Etf Trust

$8.55M

CGGR

3.5%

Capital Group Growth Etf

$8.08M

Latest update

What changed recently for Investmark Advisory Group LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

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Benchmark Context

Benchmark context for this company

Investmark Advisory Group LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Investmark Advisory Group LLC has filed 21 SEC EDGAR filings since 03 May 2022. Common forms include 13F-HR, N-PX, 13F-HR/A.

Investmark Advisory Group LLC SEC filings Investmark Advisory Group LLC 13F portfolio

Latest Filings

Recent SEC filings for Investmark Advisory Group LLC with direct links to document and filing folders.

13F-HR File 028-22445

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
28 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22445

13F-HR filing

Filing date
23 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-22445

N-PX filing

Filing date
27 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22445

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
18 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
14 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-22445

N-PX filing

Filing date
30 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
17 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
14 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
16 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
24 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
15 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR/A File 028-22445

13F-HR/A filing

Filing date
03 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-22445

13F-HR filing

Filing date
03 May 2022
Reporting date
31 Dec 2021
SEC evidence
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Next action
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13F-HR File 028-22445

13F-HR filing

Filing date
03 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing

About this filer

Investmark Advisory Group LLC files with the SEC under CIK 0001926349. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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