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Investment Advisory Group, LLC: DFCF position timeline

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

Investment Advisory Group, LLC held 27,219 DFCF 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 27,219 shares
    Change vs previous 13F +217 shares

    0.25% of the 13F portfolio, value $1,148,914.

    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 27,002 shares
    Change vs previous 13F +1,328 shares

    0.29% of the 13F portfolio, value $1,140,014.

    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 25,674 shares
    Change vs previous 13F +46 shares

    0.28% of the 13F portfolio, value $1,092,673.

    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 25,628 shares
    Change vs previous 13F +3,325 shares

    0.3% of the 13F portfolio, value $1,095,839.

    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 22,303 shares
    Change vs previous 13F +187 shares

    0.29% of the 13F portfolio, value $942,519.

    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 22,116 shares
    Change vs previous 13F +15 shares

    0.31% of the 13F portfolio, value $930,195.

    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 22,101 shares
    Change vs previous 13F -205 shares

    0.31% of the 13F portfolio, value $912,102.

    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 22,306 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $963,388.

    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).