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Disclosery

IFG Advisory, LLC: USMV position timeline

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

IFG Advisory, LLC held 43,211 USMV 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 43,211 shares
    Change vs previous 13F +41,810 shares

    0.15% of the 13F portfolio, value $4,168,148.

    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 1,401 shares
    Change vs previous 13F -35,668 shares

    0.37% of the 13F portfolio, value $129,929.

    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 37,069 shares
    Change vs previous 13F -414 shares

    0.15% of the 13F portfolio, value $3,490,412.

    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 37,483 shares
    Change vs previous 13F -3,902 shares

    0.16% of the 13F portfolio, value $3,566,137.

    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 41,385 shares
    Change vs previous 13F -418 shares

    0.2% of the 13F portfolio, value $3,884,808.

    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 41,803 shares
    Change vs previous 13F -1,382 shares

    0.22% of the 13F portfolio, value $3,915,265.

    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 43,185 shares
    Change vs previous 13F -23,938 shares

    0.22% of the 13F portfolio, value $3,834,371.

    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 67,123 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,129,083.

    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).