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Investment Advisory Group, LLC: LQD position timeline

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

Investment Advisory Group, LLC held 16,091 LQD 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 16,091 shares
    Change vs previous 13F +310 shares

    0.38% of the 13F portfolio, value $1,755,004.

    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 15,781 shares
    Change vs previous 13F +17 shares

    0.44% of the 13F portfolio, value $1,719,929.

    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 15,764 shares
    Change vs previous 13F -75 shares

    0.45% of the 13F portfolio, value $1,736,993.

    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 15,839 shares
    Change vs previous 13F -470 shares

    0.48% of the 13F portfolio, value $1,765,531.

    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 16,309 shares
    Change vs previous 13F -289 shares

    0.54% of the 13F portfolio, value $1,787,601.

    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 16,598 shares
    Change vs previous 13F -154 shares

    0.6% of the 13F portfolio, value $1,804,043.

    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 16,752 shares
    Change vs previous 13F -1,802 shares

    0.6% of the 13F portfolio, value $1,789,784.

    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 18,554 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,096,245.

    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).