Skip to content

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

INVESTMENT ADVISORY SERVICES INC /TX /ADV held 2,371 V 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 2,371 shares
    Change vs previous 13F -184 shares

    0.23% of the 13F portfolio, value $813,307.

    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).

  2. period ended2026-03-31
    13F 2,555 shares
    Change vs previous 13F -34 shares

    0.25% of the 13F portfolio, value $772,083.

    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 2,589 shares
    Change vs previous 13F -20 shares

    0.28% of the 13F portfolio, value $907,825.

    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 2,609 shares
    Change vs previous 13F -706 shares

    0.28% of the 13F portfolio, value $890,502.

    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 3,315 shares
    Change vs previous 13F -49 shares

    0.39% of the 13F portfolio, value $1,177,039.

    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 3,364 shares
    Change vs previous 13F -32 shares

    0.43% of the 13F portfolio, value $1,178,907.

    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 3,396 shares
    Change vs previous 13F -30 shares

    0.38% of the 13F portfolio, value $1,073,166.

    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 3,426 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $941,851.

    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).