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Investment Advisory Group, LLC: VNQ position timeline

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

Investment Advisory Group, LLC held 23,078 VNQ 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 23,078 shares
    Change vs previous 13F +452 shares

    0.48% of the 13F portfolio, value $2,225,459.

    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 22,626 shares
    Change vs previous 13F -507 shares

    0.51% of the 13F portfolio, value $2,006,941.

    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 23,133 shares
    Change vs previous 13F +229 shares

    0.53% of the 13F portfolio, value $2,047,072.

    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 22,904 shares
    Change vs previous 13F +6,582 shares

    0.57% of the 13F portfolio, value $2,093,885.

    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 16,322 shares
    Change vs previous 13F +3 shares

    0.44% of the 13F portfolio, value $1,453,597.

    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 16,319 shares
    Change vs previous 13F +3 shares

    0.49% of the 13F portfolio, value $1,477,529.

    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 16,316 shares
    Change vs previous 13F +16 shares

    0.49% of the 13F portfolio, value $1,453,472.

    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 16,300 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,587,948.

    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).