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Disclosery

Investment Advisory Group, LLC: MDY position timeline

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

Investment Advisory Group, LLC held 3,637 MDY 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 3,637 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,558,048.

    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 3,637 shares
    Change vs previous 13F -112 shares

    0.57% of the 13F portfolio, value $2,243,156.

    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 3,749 shares
    Change vs previous 13F +78 shares

    0.58% of the 13F portfolio, value $2,261,697.

    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 3,671 shares
    Change vs previous 13F +226 shares

    0.6% of the 13F portfolio, value $2,188,026.

    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 3,445 shares
    Change vs previous 13F -25 shares

    0.59% of the 13F portfolio, value $1,951,542.

    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 3,470 shares
    Change vs previous 13F +111 shares

    0.62% of the 13F portfolio, value $1,851,138.

    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 3,359 shares
    Change vs previous 13F -85 shares

    0.64% of the 13F portfolio, value $1,913,098.

    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 3,444 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,961,722.

    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).