Skip to content
Disclosery

Investment Advisory Group, LLC: DFAC position timeline

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

Investment Advisory Group, LLC held 608,039 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 608,039 shares
    Change vs previous 13F +4,387 shares

    5.85% of the 13F portfolio, value $26,972,614.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 603,652 shares
    Change vs previous 13F +6,056 shares

    5.96% of the 13F portfolio, value $23,457,923.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 597,596 shares
    Change vs previous 13F +13,661 shares

    6.09% of the 13F portfolio, value $23,658,842.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 583,935 shares
    Change vs previous 13F +3,915 shares

    6.12% of the 13F portfolio, value $22,522,387.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 580,020 shares
    Change vs previous 13F +12,379 shares

    6.29% of the 13F portfolio, value $20,787,915.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 567,641 shares
    Change vs previous 13F +7,072 shares

    6.26% of the 13F portfolio, value $18,726,467.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 560,569 shares
    Change vs previous 13F +1,310 shares

    6.49% of the 13F portfolio, value $19,390,090.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 559,259 shares
    Change vs previous 13F not available

    6.65% of the 13F portfolio, value $19,176,987.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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