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Disclosery

Investment Advisory Group, LLC: FELV position timeline

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

Investment Advisory Group, LLC held 35,326 FELV 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 35,326 shares
    Change vs previous 13F -456 shares

    0.31% of the 13F portfolio, value $1,416,215.

    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 35,782 shares
    Change vs previous 13F -1,638 shares

    0.32% of the 13F portfolio, value $1,249,162.

    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 37,420 shares
    Change vs previous 13F -217 shares

    0.33% of the 13F portfolio, value $1,296,976.

    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 37,637 shares
    Change vs previous 13F -251 shares

    0.34% of the 13F portfolio, value $1,261,971.

    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 37,888 shares
    Change vs previous 13F +9 shares

    0.36% of the 13F portfolio, value $1,203,699.

    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 37,879 shares
    Change vs previous 13F +911 shares

    0.39% of the 13F portfolio, value $1,164,399.

    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 36,968 shares
    Change vs previous 13F +9,984 shares

    0.38% of the 13F portfolio, value $1,126,424.

    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 26,984 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $835,436.

    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).