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Investment Advisory Group, LLC: DFAX position timeline

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

Investment Advisory Group, LLC held 174,934 DFAX 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 174,934 shares
    Change vs previous 13F -1,162 shares

    1.4% of the 13F portfolio, value $6,444,565.

    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 176,096 shares
    Change vs previous 13F -1,671 shares

    1.52% of the 13F portfolio, value $5,981,988.

    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 177,767 shares
    Change vs previous 13F +1,937 shares

    1.5% of the 13F portfolio, value $5,818,313.

    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 175,830 shares
    Change vs previous 13F +217 shares

    1.5% of the 13F portfolio, value $5,517,559.

    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 175,613 shares
    Change vs previous 13F +699 shares

    1.56% of the 13F portfolio, value $5,157,753.

    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 174,914 shares
    Change vs previous 13F +837 shares

    1.53% of the 13F portfolio, value $4,582,743.

    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 174,077 shares
    Change vs previous 13F -4,055 shares

    1.45% of the 13F portfolio, value $4,327,555.

    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 178,132 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,811,348.

    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).