INVESTMENT ADVISORY SERVICES INC /TX /ADV: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT ADVISORY SERVICES INC /TX /ADV on HD, newest first. How the timeline and the estimate are built.
INVESTMENT ADVISORY SERVICES INC /TX /ADV held 11,929 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 11,929 sharesChange vs previous 13F -338 shares
1.21% of the 13F portfolio, value $4,207,140.
13F-HR 0001214659-26-008502 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,267 sharesChange vs previous 13F -309 shares
1.28% of the 13F portfolio, value $4,034,559.
13F-HR 0001214659-26-004799 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,576 sharesChange vs previous 13F -135 shares
1.35% of the 13F portfolio, value $4,327,507.
13F-HR 0001214659-26-000732 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,711 sharesChange vs previous 13F -272 shares
1.62% of the 13F portfolio, value $5,150,404.
13F-HR 0001214659-25-015202 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,983 sharesChange vs previous 13F +759 shares
1.59% of the 13F portfolio, value $4,759,934.
13F-HR 0001214659-25-010500 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,224 sharesChange vs previous 13F -169 shares
1.62% of the 13F portfolio, value $4,480,060.
13F-HR 0001214659-25-006298 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,393 sharesChange vs previous 13F -333 shares
1.7% of the 13F portfolio, value $4,820,559.
13F-HR 0001214659-25-001439 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,726 sharesChange vs previous 13F not available
1.82% of the 13F portfolio, value $5,156,720.
13F-HR 0001214659-24-017514 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).