Skip to content
Disclosery

IFG Advisory, LLC: UBSI position timeline

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

IFG Advisory, LLC held 1,673 UBSI 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 1,673 shares
    Change vs previous 13F +1,673 shares

    <0.01% of the 13F portfolio, value $76,674.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -19,235 shares

    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).

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

  3. period ended2025-09-30
    13F 19,235 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $715,735.

    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).

  4. period ended2025-06-30
    13F 19,235 shares
    Change vs previous 13F -5,750 shares

    0.04% of the 13F portfolio, value $700,731.

    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).

  5. period ended2025-03-31
    13F 24,985 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $866,230.

    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).