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Investment Advisory Group, LLC: ISTB position timeline

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

Investment Advisory Group, LLC held 83,817 ISTB 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 83,817 shares
    Change vs previous 13F +315 shares

    0.88% of the 13F portfolio, value $4,044,158.

    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 83,502 shares
    Change vs previous 13F +11,115 shares

    1.03% of the 13F portfolio, value $4,046,530.

    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 72,387 shares
    Change vs previous 13F +14,523 shares

    0.91% of the 13F portfolio, value $3,528,888.

    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 57,864 shares
    Change vs previous 13F +6,262 shares

    0.77% of the 13F portfolio, value $2,826,054.

    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 51,602 shares
    Change vs previous 13F +1,316 shares

    0.76% of the 13F portfolio, value $2,510,448.

    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 50,286 shares
    Change vs previous 13F +1,110 shares

    0.81% of the 13F portfolio, value $2,431,342.

    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 49,176 shares
    Change vs previous 13F +1,974 shares

    0.79% of the 13F portfolio, value $2,349,144.

    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 47,202 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,297,794.

    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).