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RIA Advisory Group LLC: IBMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIA Advisory Group LLC on IBMO, newest first. How the timeline and the estimate are built.

RIA Advisory Group LLC held 75,215 IBMO 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 75,215 shares
    Change vs previous 13F +15,887 shares

    0.43% of the 13F portfolio, value $1,928,522.

    13F-HR 0002085853-26-000817 filed by RIA Advisory Group LLC
    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 59,328 shares
    Change vs previous 13F +484 shares

    0.37% of the 13F portfolio, value $1,520,579.

    13F-HR 0002085853-26-000473 filed by RIA Advisory Group LLC
    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 58,844 shares
    Change vs previous 13F -852 shares

    0.37% of the 13F portfolio, value $1,508,595.

    13F-HR 0002085853-26-000163 filed by RIA Advisory Group LLC
    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 59,696 shares
    Change vs previous 13F +4,373 shares

    0.39% of the 13F portfolio, value $1,531,796.

    13F-HR 0002085853-25-000287 filed by RIA Advisory Group LLC
    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 55,323 shares
    Change vs previous 13F +2,517 shares

    0.42% of the 13F portfolio, value $1,417,537.

    13F-HR 0001667731-25-001112 filed by RIA Advisory Group LLC
    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 52,806 shares
    Change vs previous 13F +5,370 shares

    0.44% of the 13F portfolio, value $1,349,727.

    13F-HR 0001667731-25-000613 filed by RIA Advisory Group LLC
    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 47,436 shares
    Change vs previous 13F -552 shares

    0.41% of the 13F portfolio, value $1,207,729.

    13F-HR 0001667731-25-000274 filed by RIA Advisory Group LLC
    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 47,988 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,231,129.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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