Investment Advisory Group, LLC: VWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Advisory Group, LLC on VWO, newest first. How the timeline and the estimate are built.
Investment Advisory Group, LLC held 18,367 VWO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 18,367 sharesChange vs previous 13F -570 shares
0.24% of the 13F portfolio, value $1,096,326.
13F-HR 0001951757-26-001112 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,937 sharesChange vs previous 13F -832 shares
0.26% of the 13F portfolio, value $1,023,522.
13F-HR 0001951757-26-000704 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,769 sharesChange vs previous 13F -512 shares
0.27% of the 13F portfolio, value $1,062,805.
13F-HR 0001951757-26-000283 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,281 sharesChange vs previous 13F -746 shares
0.3% of the 13F portfolio, value $1,098,838.
13F-HR 0001951757-25-001244 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,027 sharesChange vs previous 13F -915 shares
0.31% of the 13F portfolio, value $1,039,972.
13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,942 sharesChange vs previous 13F -3,393 shares
0.33% of the 13F portfolio, value $993,096.
13F-HR 0001951757-25-000353 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,335 sharesChange vs previous 13F -3,724 shares
0.37% of the 13F portfolio, value $1,115,759.
13F-HR 0001951757-25-000066 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,059 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $1,390,456.
13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).