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Investment Advisory Group, LLC: DFIV position timeline

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

Investment Advisory Group, LLC held 49,974 DFIV 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 49,974 shares
    Change vs previous 13F +5,216 shares

    0.59% of the 13F portfolio, value $2,699,594.

    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 44,758 shares
    Change vs previous 13F +3,084 shares

    0.6% of the 13F portfolio, value $2,362,314.

    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 41,674 shares
    Change vs previous 13F +6,400 shares

    0.54% of the 13F portfolio, value $2,079,556.

    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 35,274 shares
    Change vs previous 13F +4,105 shares

    0.44% of the 13F portfolio, value $1,626,829.

    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 31,169 shares
    Change vs previous 13F +5,020 shares

    0.4% of the 13F portfolio, value $1,334,969.

    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 26,149 shares
    Change vs previous 13F +2,561 shares

    0.34% of the 13F portfolio, value $1,029,218.

    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 23,588 shares
    Change vs previous 13F +8,424 shares

    0.28% of the 13F portfolio, value $836,898.

    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 15,164 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $577,433.

    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).