Investment Advisory Group, LLC: FDVV position timeline

Investment Advisory Group, LLC held 9,156 FDVV 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 9,156 shares

   Change vs previous 13F +3 shares

   0.12% of the 13F portfolio, value $551,987.

   13F-HR 0001951757-26-001112 filed by Investment Advisory Group, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,153 shares

   Change vs previous 13F -286 shares

   0.13% of the 13F portfolio, value $505,636.

   13F-HR 0001951757-26-000704 filed by Investment Advisory Group, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,439 shares

   Change vs previous 13F +89 shares

   0.14% of the 13F portfolio, value $535,125.

   13F-HR 0001951757-26-000283 filed by Investment Advisory Group, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,350 shares

   Change vs previous 13F +2,869 shares

   0.14% of the 13F portfolio, value $520,878.

   13F-HR 0001951757-25-001244 filed by Investment Advisory Group, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,481 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $337,151.

   13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).