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

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

Investment Research & Advisory Group, Inc. held 940 SDY 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 940 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $143,046.

    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 982 shares
    Change vs previous 13F -25 shares

    0.05% of the 13F portfolio, value $143,292.

    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 1,007 shares
    Change vs previous 13F -169 shares

    0.05% of the 13F portfolio, value $140,130.

    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 1,176 shares
    Change vs previous 13F -61 shares

    0.06% of the 13F portfolio, value $164,658.

    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 1,237 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $167,919.

    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).

  6. period ended2025-03-31
    13F 1,262 shares
    Change vs previous 13F -69 shares

    0.07% of the 13F portfolio, value $171,183.

    13F-HR 0001802136-25-000003 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).

  7. period ended2024-12-31
    13F 1,331 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $175,781.

    13F-HR 0001802136-25-000001 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).

  8. period ended2024-09-30
    13F 1,331 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $189,008.

    13F-HR 0001802136-24-000005 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).