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Investment Advisory Group, LLC: VYMI position timeline

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

Investment Advisory Group, LLC held 60,410 VYMI 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 60,410 shares
    Change vs previous 13F +1,086 shares

    1.29% of the 13F portfolio, value $5,932,244.

    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 59,324 shares
    Change vs previous 13F +3,001 shares

    1.42% of the 13F portfolio, value $5,590,711.

    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 56,323 shares
    Change vs previous 13F -6 shares

    1.3% of the 13F portfolio, value $5,069,033.

    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 56,329 shares
    Change vs previous 13F +6,126 shares

    1.3% of the 13F portfolio, value $4,769,909.

    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 50,203 shares
    Change vs previous 13F +168 shares

    1.22% of the 13F portfolio, value $4,021,758.

    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 50,035 shares
    Change vs previous 13F -3,973 shares

    1.23% of the 13F portfolio, value $3,687,092.

    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 54,008 shares
    Change vs previous 13F -2,051 shares

    1.23% of the 13F portfolio, value $3,666,034.

    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 56,059 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,115,820.

    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).