Skip to content
Disclosery

Investment Advisory Group, LLC: DFUS position timeline

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

Investment Advisory Group, LLC held 211,439 DFUS 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 211,439 shares
    Change vs previous 13F +10,421 shares

    3.76% of the 13F portfolio, value $17,325,337.

    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 201,018 shares
    Change vs previous 13F +16,283 shares

    3.62% of the 13F portfolio, value $14,254,164.

    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 184,735 shares
    Change vs previous 13F +8,274 shares

    3.53% of the 13F portfolio, value $13,701,769.

    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 176,461 shares
    Change vs previous 13F +15,835 shares

    3.48% of the 13F portfolio, value $12,782,846.

    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 160,626 shares
    Change vs previous 13F +9,410 shares

    3.26% of the 13F portfolio, value $10,765,171.

    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 151,216 shares
    Change vs previous 13F +17,618 shares

    3.06% of the 13F portfolio, value $9,145,531.

    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 133,598 shares
    Change vs previous 13F +18,242 shares

    2.85% of the 13F portfolio, value $8,516,842.

    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 115,356 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $7,175,172.

    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).