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IFG Advisory, LLC: BMO position timeline

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

IFG Advisory, LLC held 4,217 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,217 shares
    Change vs previous 13F +3,767 shares

    0.03% of the 13F portfolio, value $745,220.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 450 shares
    Change vs previous 13F -6,947 shares

    0.17% of the 13F portfolio, value $60,903.

    13F-HR 0001728319-26-000005 filed by IFG Advisory, 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 7,397 shares
    Change vs previous 13F -2,419 shares

    0.04% of the 13F portfolio, value $960,116.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 9,816 shares
    Change vs previous 13F -3,284 shares

    0.06% of the 13F portfolio, value $1,278,564.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 13,100 shares
    Change vs previous 13F +242 shares

    0.07% of the 13F portfolio, value $1,449,264.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 12,858 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,228,082.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, 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 12,858 shares
    Change vs previous 13F -456 shares

    0.07% of the 13F portfolio, value $1,247,882.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, 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 13,314 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,200,931.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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