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Disclosery

Asset Advisory Group, Inc.: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Advisory Group, Inc. on IWR, newest first. How the timeline and the estimate are built.

Asset Advisory Group, Inc. held 9,558 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,558 shares
    Change vs previous 13F +8 shares

    0.46% of the 13F portfolio, value $1,054,462.

    13F-HR 0002063364-26-000193 filed by Asset Advisory Group, Inc.
    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 9,550 shares
    Change vs previous 13F +9 shares

    0.47% of the 13F portfolio, value $928,518.

    13F-HR 0002063364-26-000095 filed by Asset Advisory Group, Inc.
    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 9,541 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $918,523.

    13F-HR 0002063364-26-000070 filed by Asset Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).