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Investment Advisory Group, LLC: VCSH position timeline

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

Investment Advisory Group, LLC held 25,851 VCSH 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 25,851 shares
    Change vs previous 13F +432 shares

    0.44% of the 13F portfolio, value $2,043,040.

    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 25,419 shares
    Change vs previous 13F +485 shares

    0.51% of the 13F portfolio, value $2,015,000.

    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 24,934 shares
    Change vs previous 13F -673 shares

    0.51% of the 13F portfolio, value $1,988,024.

    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 25,607 shares
    Change vs previous 13F +2,765 shares

    0.56% of the 13F portfolio, value $2,046,764.

    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 22,842 shares
    Change vs previous 13F +3,624 shares

    0.55% of the 13F portfolio, value $1,815,935.

    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 19,218 shares
    Change vs previous 13F +2,110 shares

    0.51% of the 13F portfolio, value $1,517,065.

    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 17,108 shares
    Change vs previous 13F +1,635 shares

    0.45% of the 13F portfolio, value $1,334,592.

    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 15,473 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,228,862.

    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).