Investment Advisory Group, LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Advisory Group, LLC on SBUX, newest first. How the timeline and the estimate are built.
Investment Advisory Group, LLC held 2,131 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,131 sharesChange vs previous 13F +2,131 shares
0.05% of the 13F portfolio, value $217,767.
13F-HR 0001951757-26-001112 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,501 shares
13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,501 sharesChange vs previous 13F +60 shares
0.08% of the 13F portfolio, value $245,323.
13F-HR 0001951757-25-000353 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,441 sharesChange vs previous 13F +45 shares
0.07% of the 13F portfolio, value $222,741.
13F-HR 0001951757-25-000066 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,396 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $233,586.
13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).