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IFG Advisory, LLC: TROW position timeline

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

IFG Advisory, LLC held 33,109 TROW 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 33,109 shares
    Change vs previous 13F +33,109 shares

    0.13% of the 13F portfolio, value $3,764,173.

    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 0 shares
    Change vs previous 13F -24,577 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 24,577 shares
    Change vs previous 13F -7,356 shares

    0.11% of the 13F portfolio, value $2,516,156.

    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 31,933 shares
    Change vs previous 13F +1,934 shares

    0.15% of the 13F portfolio, value $3,277,563.

    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 29,999 shares
    Change vs previous 13F +799 shares

    0.15% of the 13F portfolio, value $2,894,932.

    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 29,200 shares
    Change vs previous 13F +5,307 shares

    0.15% of the 13F portfolio, value $2,682,590.

    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 23,893 shares
    Change vs previous 13F -1,042 shares

    0.15% of the 13F portfolio, value $2,702,004.

    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 24,935 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,716,256.

    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).