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Disclosery

Investment Advisory Group, LLC: DVY position timeline

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

Investment Advisory Group, LLC held 12,461 DVY 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 12,461 shares
    Change vs previous 13F -368 shares

    0.42% of the 13F portfolio, value $1,947,644.

    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 12,829 shares
    Change vs previous 13F -15 shares

    0.49% of the 13F portfolio, value $1,942,404.

    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 12,844 shares
    Change vs previous 13F -88 shares

    0.47% of the 13F portfolio, value $1,812,778.

    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 12,932 shares
    Change vs previous 13F -702 shares

    0.5% of the 13F portfolio, value $1,837,592.

    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 13,634 shares
    Change vs previous 13F +8 shares

    0.55% of the 13F portfolio, value $1,810,763.

    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 13,626 shares
    Change vs previous 13F -196 shares

    0.61% of the 13F portfolio, value $1,829,858.

    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 13,822 shares
    Change vs previous 13F -203 shares

    0.61% of the 13F portfolio, value $1,814,628.

    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 14,025 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,894,365.

    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).