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Disclosery

INVESTMENT ADVISORY SERVICES INC /TX /ADV: POOL 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 POOL, newest first. How the timeline and the estimate are built.

INVESTMENT ADVISORY SERVICES INC /TX /ADV held 0 POOL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,198 shares

    13F-HR 0001214659-26-008502 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 3,198 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $647,067.

    13F-HR 0001214659-26-004799 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 3,198 shares
    Change vs previous 13F -148 shares

    0.23% of the 13F portfolio, value $731,623.

    13F-HR 0001214659-26-000732 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 3,346 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,037,366.

    13F-HR 0001214659-25-015202 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 3,345 shares
    Change vs previous 13F -200 shares

    0.33% of the 13F portfolio, value $975,038.

    13F-HR 0001214659-25-010500 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 3,545 shares
    Change vs previous 13F -37 shares

    0.41% of the 13F portfolio, value $1,128,438.

    13F-HR 0001214659-25-006298 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 3,582 shares
    Change vs previous 13F -122 shares

    0.43% of the 13F portfolio, value $1,221,202.

    13F-HR 0001214659-25-001439 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    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 3,704 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,395,584.

    13F-HR 0001214659-24-017514 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
    Filed (acceptance time not in the bulk data set), ingested

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