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Investment Research & Advisory Group, Inc.: SCHD position timeline

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

Investment Research & Advisory Group, Inc. held 3,561 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,561 shares
    Change vs previous 13F +3,556 shares

    0.03% of the 13F portfolio, value $112,932.

    13F-HR 0001802136-26-000004 filed by Investment Research & Advisory Group, Inc.
    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 5 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $158.

    13F-HR 0001802136-26-000003 filed by Investment Research & Advisory Group, Inc.
    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 5 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $140.

    13F-HR 0001802136-26-000001 filed by Investment Research & Advisory Group, Inc.
    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 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $83.

    13F-HR 0001802136-25-000006 filed by Investment Research & Advisory Group, Inc.
    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 2 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54.

    13F-HR 0001802136-25-000004 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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