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Investment Advisory Group, LLC: VPLS position timeline

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

Investment Advisory Group, LLC held 60,243 VPLS 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 60,243 shares
    Change vs previous 13F +13,086 shares

    1.01% of the 13F portfolio, value $4,673,361.

    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 47,157 shares
    Change vs previous 13F +7,667 shares

    0.93% of the 13F portfolio, value $3,658,859.

    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 39,490 shares
    Change vs previous 13F +8,945 shares

    0.79% of the 13F portfolio, value $3,084,770.

    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 30,545 shares
    Change vs previous 13F +4,431 shares

    0.65% of the 13F portfolio, value $2,401,668.

    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 26,114 shares
    Change vs previous 13F +4,935 shares

    0.62% of the 13F portfolio, value $2,031,683.

    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 21,179 shares
    Change vs previous 13F +5,624 shares

    0.55% of the 13F portfolio, value $1,642,607.

    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 15,555 shares
    Change vs previous 13F +8,487 shares

    0.4% of the 13F portfolio, value $1,182,043.

    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 7,068 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $560,634.

    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).