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Disclosery

Investment Advisory Group, LLC: O position timeline

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

Investment Advisory Group, LLC held 21,971 O 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 21,971 shares
    Change vs previous 13F -1,040 shares

    0.3% of the 13F portfolio, value $1,361,319.

    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 23,011 shares
    Change vs previous 13F -984 shares

    0.36% of the 13F portfolio, value $1,407,826.

    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 23,995 shares
    Change vs previous 13F -861 shares

    0.35% of the 13F portfolio, value $1,352,590.

    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 24,856 shares
    Change vs previous 13F -374 shares

    0.41% of the 13F portfolio, value $1,510,975.

    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 25,230 shares
    Change vs previous 13F -282 shares

    0.44% of the 13F portfolio, value $1,453,477.

    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 25,512 shares
    Change vs previous 13F +1,629 shares

    0.5% of the 13F portfolio, value $1,479,973.

    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 23,883 shares
    Change vs previous 13F -842 shares

    0.43% of the 13F portfolio, value $1,275,599.

    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 24,725 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,568,071.

    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).