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Investment Advisory Group, LLC: IUSB position timeline

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

Investment Advisory Group, LLC held 64,863 IUSB 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 64,863 shares
    Change vs previous 13F +1,572 shares

    0.65% of the 13F portfolio, value $2,993,427.

    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 63,291 shares
    Change vs previous 13F +1,022 shares

    0.74% of the 13F portfolio, value $2,923,411.

    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 62,269 shares
    Change vs previous 13F +1,193 shares

    0.75% of the 13F portfolio, value $2,897,999.

    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 61,076 shares
    Change vs previous 13F +4,728 shares

    0.78% of the 13F portfolio, value $2,852,860.

    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 56,348 shares
    Change vs previous 13F -55 shares

    0.79% of the 13F portfolio, value $2,604,968.

    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 56,403 shares
    Change vs previous 13F +2,057 shares

    0.87% of the 13F portfolio, value $2,599,050.

    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 54,346 shares
    Change vs previous 13F +400 shares

    0.82% of the 13F portfolio, value $2,456,439.

    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 53,946 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,541,936.

    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).