Investmark Advisory Group LLC
All 13F Filings
- Location
- Shelton, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 308,206
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 171 | 308,206 | 13F-HR | Investmark Advisory Group LLC |
| Q2 2026 | 8/7/2026 | 148 | 263,335 | 13F-HR | Investmark Advisory Group LLC |
| Q1 2026 | 5/15/2026 | 142 | 233,660 | 13F-HR | Investmark Advisory Group LLC |
| Q4 2025 | 1/28/2026 | 135 | 234,779 | 13F-HR | Investmark Advisory Group LLC |
| Q3 2025 | 10/23/2025 | 133 | 230,576 | 13F-HR | Investmark Advisory Group LLC |
| Q2 2025 | 8/14/2025 | 128 | 213,417 | 13F-HR | Investmark Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.3 K | 46.5% | 21.37 K | 0 | 21.37 K |
| ETFs | 164.9 K | 53.5% | 23.51 K | 0 | 23.51 K |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
308,206
Holdings
171
QoQ value change ($000)
44,871
(17.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.