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Investment Advisory Group, LLC: DFIC position timeline

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

Investment Advisory Group, LLC held 55,683 DFIC 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 55,683 shares
    Change vs previous 13F +11,020 shares

    0.45% of the 13F portfolio, value $2,074,741.

    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 44,663 shares
    Change vs previous 13F +3,515 shares

    0.4% of the 13F portfolio, value $1,586,891.

    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 41,148 shares
    Change vs previous 13F +9,076 shares

    0.36% of the 13F portfolio, value $1,417,955.

    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 32,072 shares
    Change vs previous 13F +7,333 shares

    0.29% of the 13F portfolio, value $1,051,651.

    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 24,739 shares
    Change vs previous 13F +12,905 shares

    0.23% of the 13F portfolio, value $769,150.

    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 11,834 shares
    Change vs previous 13F +2,648 shares

    0.11% of the 13F portfolio, value $328,638.

    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 9,186 shares
    Change vs previous 13F +71 shares

    0.08% of the 13F portfolio, value $237,422.

    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 9,115 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $256,504.

    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).