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Investment Advisory Group, LLC: IVW position timeline

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

Investment Advisory Group, LLC held 93,411 IVW 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 93,411 shares
    Change vs previous 13F +4,158 shares

    2.79% of the 13F portfolio, value $12,846,840.

    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 89,253 shares
    Change vs previous 13F +3,330 shares

    2.57% of the 13F portfolio, value $10,095,445.

    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 85,923 shares
    Change vs previous 13F +2,964 shares

    2.72% of the 13F portfolio, value $10,590,927.

    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 82,959 shares
    Change vs previous 13F +4,325 shares

    2.72% of the 13F portfolio, value $10,014,764.

    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 78,634 shares
    Change vs previous 13F +3,209 shares

    2.62% of the 13F portfolio, value $8,657,598.

    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 75,425 shares
    Change vs previous 13F +909 shares

    2.34% of the 13F portfolio, value $7,001,695.

    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 74,516 shares
    Change vs previous 13F +9,019 shares

    2.53% of the 13F portfolio, value $7,565,597.

    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 65,497 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,271,295.

    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).