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
- period ended2026-06-3013F 2,371 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,555 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,589 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,609 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,315 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,364 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,396 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,426 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).