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Disclosery

Investment Advisory Services Group LLC: USFR position timeline

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

Investment Advisory Services Group LLC held 0 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -5,863 shares

    13F-HR 0002099157-26-000004 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,863 shares
    Change vs previous 13F -19,777 shares

    0.26% of the 13F portfolio, value $295,147.

    13F-HR 0002099157-26-000003 filed by Investment Advisory Services 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 25,640 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,290,218.

    13F-HR 0002099157-26-000002 filed by Investment Advisory Services Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).