13F Filings History of Investmark Advisory Group LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$234,778,643
Signature - Title
Scott Williams - CCO
Location
Shelton, CT
Summary
This page shows a list of all the recent 13F filings made by Investmark Advisory Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investmark Advisory Group LLC reported 135 stock holdings with total value $234,778,643 as of Q4 2025. Top holdings included DFUS, AAPL, DFUV, CGGR, and DFAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 135 $234,778,643 +$5,740,893 -$2,909,155 +$2,831,738 DFUS, AAPL, DFUV, CGGR, DFAC 13F-HR 28 Jan 2026, 11:22
Q3 2025 133 $230,576,434 +$14,929,746 -$13,090,207 +$1,839,539 DFUS, AAPL, DFUV, CGGR, DFAC 13F-HR 23 Oct 2025, 10:52
Q2 2025 128 $213,417,454 +$11,965,924 -$11,748,318 +$217,606 DFUV, DFUS, AAPL, CGGR, PM 13F-HR 14 Aug 2025, 15:30
Q1 2025 117 $202,449,727 +$3,967,197 -$4,024,300 -$57,103 DFUV, DFUS, AAPL, DFAC, CGGR 13F-HR 15 May 2025, 10:09
Q4 2024 115 $203,909,483 +$7,381,398 -$9,116,498 -$1,735,100 DFUV, DFUS, AAPL, DFAC, CGGR 13F-HR 18 Feb 2025, 10:18
Q3 2024 121 $205,962,663 +$8,305,898 -$1,371,872 +$6,934,026 DFUV, DFUS, AAPL, CGGR, DFAC 13F-HR 14 Nov 2024, 15:21
Q2 2024 115 $187,503,670 +$7,416,689 -$4,092,516 +$3,324,173 DFUV, DFUS, AAPL, DFAC, CGGR 13F-HR 14 Aug 2024, 10:32
Q1 2024 116 $182,341,502 +$5,712,415 -$4,906,415 +$806,000 DFUV, DFUS, AAPL, DFAC, CGGR 13F-HR 17 May 2024, 09:40
Q4 2023 117 $170,509,540 +$12,960,447 -$2,510,381 +$10,450,066 DFUV, DFUS, AAPL, DFAC, CGGR 13F-HR 14 Feb 2024, 09:06
Q3 2023 106 $147,604,562 +$5,111,135 -$1,811,425 +$3,299,710 DFUV, DFUS, AAPL, DFAC, CGGR 13F-HR 14 Nov 2023, 16:00
Q2 2023 105 $149,946,470 +$10,446,692 -$1,442,089 +$9,004,603 DFUV, DFUS, AAPL, DFAC, CGGR 13F-HR 14 Aug 2023, 16:00
Q1 2023 100 $136,180,150 +$8,141,271 -$11,451,605 -$3,310,334 DFUV, DFUS, AAPL, DFAC, ABBV 13F-HR 15 May 2023, 21:38
Q4 2022 106 $134,897,373 +$21,694,828 -$8,089,012 +$13,605,816 DFUV, DFUS, AAPL, DFAC, ABBV 13F-HR 24 Jan 2023, 16:03
Q3 2022 97 $111,328,000 +$19,685,581 -$1,282,138 +$18,403,443 DFUV, DFUS, AAPL, DFAC, ABBV 13F-HR 14 Nov 2022, 10:01
Q2 2022 88 $101,176,000 +$19,358,440 -$3,388,705 +$15,969,735 DFUV, DFUS, AAPL, DFAC, ABBV 13F-HR 15 Jul 2022, 13:09
Q1 2022 91 $96,988,000 +$4,971,299 -$11,830,571 -$6,859,272 DFUS, AAPL, DFAC, QCOM, ABBV Restatement 03 May 2022, 17:00
Q4 2021 371 $106,922,000 $0 $0 $0 AAPL, DFUS, DFAC, QCOM, HD 13F-HR 03 May 2022, 13:28