Skip to content
Disclosery

Investment Advisory Group, LLC: FBND position timeline

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

Investment Advisory Group, LLC held 110,309 FBND 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 110,309 shares
    Change vs previous 13F +11,790 shares

    1.09% of the 13F portfolio, value $5,017,935.

    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 98,519 shares
    Change vs previous 13F +27,334 shares

    1.14% of the 13F portfolio, value $4,494,449.

    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 71,185 shares
    Change vs previous 13F +303 shares

    0.84% of the 13F portfolio, value $3,277,372.

    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 70,882 shares
    Change vs previous 13F +1,036 shares

    0.89% of the 13F portfolio, value $3,277,564.

    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 69,846 shares
    Change vs previous 13F +26 shares

    0.97% of the 13F portfolio, value $3,195,436.

    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 69,820 shares
    Change vs previous 13F -2,812 shares

    1.07% of the 13F portfolio, value $3,187,281.

    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 72,632 shares
    Change vs previous 13F +12,654 shares

    1.09% of the 13F portfolio, value $3,259,006.

    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 59,978 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,803,389.

    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).