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Investment Advisory Group, LLC: VTV position timeline

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

Investment Advisory Group, LLC held 41,595 VTV 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 41,595 shares
    Change vs previous 13F +64 shares

    1.97% of the 13F portfolio, value $9,064,804.

    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 41,531 shares
    Change vs previous 13F -116 shares

    2.07% of the 13F portfolio, value $8,148,312.

    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 41,647 shares
    Change vs previous 13F +962 shares

    2.05% of the 13F portfolio, value $7,954,202.

    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 40,685 shares
    Change vs previous 13F -123 shares

    2.06% of the 13F portfolio, value $7,587,428.

    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 40,808 shares
    Change vs previous 13F +1,223 shares

    2.18% of the 13F portfolio, value $7,212,437.

    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 39,585 shares
    Change vs previous 13F +1,720 shares

    2.29% of the 13F portfolio, value $6,837,949.

    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 37,865 shares
    Change vs previous 13F +957 shares

    2.15% of the 13F portfolio, value $6,410,531.

    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 36,908 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $6,442,968.

    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).