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Investment Advisory Group, LLC: VGSH position timeline

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

Investment Advisory Group, LLC held 39,636 VGSH 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 39,636 shares
    Change vs previous 13F -2,488 shares

    0.5% of the 13F portfolio, value $2,306,835.

    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 42,124 shares
    Change vs previous 13F -1,345 shares

    0.63% of the 13F portfolio, value $2,465,942.

    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 43,469 shares
    Change vs previous 13F -2,782 shares

    0.66% of the 13F portfolio, value $2,552,941.

    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 46,251 shares
    Change vs previous 13F +367 shares

    0.74% of the 13F portfolio, value $2,721,844.

    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 45,884 shares
    Change vs previous 13F +82 shares

    0.82% of the 13F portfolio, value $2,697,055.

    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 45,802 shares
    Change vs previous 13F +2,698 shares

    0.9% of the 13F portfolio, value $2,688,135.

    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 43,104 shares
    Change vs previous 13F -1,149 shares

    0.84% of the 13F portfolio, value $2,507,773.

    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 44,253 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,611,789.

    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).