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Disclosery

Investment Advisory Group, LLC: IGSB position timeline

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

Investment Advisory Group, LLC held 78,511 IGSB 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 78,511 shares
    Change vs previous 13F +5,271 shares

    0.89% of the 13F portfolio, value $4,114,740.

    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 73,240 shares
    Change vs previous 13F +4,065 shares

    0.98% of the 13F portfolio, value $3,849,483.

    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 69,175 shares
    Change vs previous 13F +717 shares

    0.94% of the 13F portfolio, value $3,657,963.

    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 68,458 shares
    Change vs previous 13F +3,607 shares

    0.99% of the 13F portfolio, value $3,630,317.

    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 64,851 shares
    Change vs previous 13F +7,652 shares

    1.04% of the 13F portfolio, value $3,421,553.

    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 57,199 shares
    Change vs previous 13F +3,402 shares

    1% of the 13F portfolio, value $2,995,526.

    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 53,797 shares
    Change vs previous 13F +128 shares

    0.93% of the 13F portfolio, value $2,781,319.

    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 53,669 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,826,224.

    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).