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Disclosery

Investment Advisory Group, LLC: IYW position timeline

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

Investment Advisory Group, LLC held 8,822 IYW 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 8,822 shares
    Change vs previous 13F +84 shares

    0.48% of the 13F portfolio, value $2,225,055.

    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 8,738 shares
    Change vs previous 13F +197 shares

    0.4% of the 13F portfolio, value $1,585,262.

    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 8,541 shares
    Change vs previous 13F +387 shares

    0.44% of the 13F portfolio, value $1,705,378.

    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 8,154 shares
    Change vs previous 13F +123 shares

    0.43% of the 13F portfolio, value $1,597,050.

    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 8,031 shares
    Change vs previous 13F +293 shares

    0.42% of the 13F portfolio, value $1,391,583.

    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 7,738 shares
    Change vs previous 13F +227 shares

    0.36% of the 13F portfolio, value $1,086,694.

    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 7,511 shares
    Change vs previous 13F -72 shares

    0.4% of the 13F portfolio, value $1,198,154.

    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 7,583 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,149,717.

    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).