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IFG Advisors, LLC: UMMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFG Advisors, LLC on UMMA, newest first. How the timeline and the estimate are built.

IFG Advisors, LLC held 9,233 UMMA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,233 shares
    Change vs previous 13F -400 shares

    0.05% of the 13F portfolio, value $364,480.

    13F-HR 0001783412-26-000008 filed by IFG Advisors, LLC
    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 9,633 shares
    Change vs previous 13F -92 shares

    0.05% of the 13F portfolio, value $295,297.

    13F-HR 0001783412-26-000004 filed by IFG Advisors, LLC
    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 9,725 shares
    Change vs previous 13F +534 shares

    0.05% of the 13F portfolio, value $287,927.

    13F-HR 0001783412-26-000002 filed by IFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,191 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $253,314.

    13F-HR 0001783412-25-000005 filed by IFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,190 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $244,824.

    13F-HR 0001085146-25-004203 filed by IFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,051 shares
    Change vs previous 13F -99 shares

    0.04% of the 13F portfolio, value $215,599.

    13F-HR 0001085146-25-001924 filed by IFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,150 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $216,297.

    13F-HR 0001085146-25-000821 filed by IFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,148 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $233,549.

    13F-HR 0001085146-24-004987 filed by IFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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