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Disclosery

IFG Advisory, LLC: SPY position timeline

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

IFG Advisory, LLC held 89,112 SPY 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 89,112 shares
    Change vs previous 13F +88,980 shares

    2.33% of the 13F portfolio, value $66,545,949.

    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 132 shares
    Change vs previous 13F -98,301 shares

    0.25% of the 13F portfolio, value $85,845.

    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 98,433 shares
    Change vs previous 13F +7,552 shares

    2.93% of the 13F portfolio, value $67,123,331.

    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 90,881 shares
    Change vs previous 13F +11,836 shares

    2.75% of the 13F portfolio, value $60,543,306.

    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 79,045 shares
    Change vs previous 13F +2,251 shares

    2.45% of the 13F portfolio, value $48,837,922.

    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 76,794 shares
    Change vs previous 13F +2,361 shares

    2.38% of the 13F portfolio, value $42,957,604.

    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 74,433 shares
    Change vs previous 13F -25 shares

    2.47% of the 13F portfolio, value $43,623,769.

    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 74,458 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $42,721,333.

    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).