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Disclosery

Wallace Advisory Group, LLC: AIG position timeline

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

Wallace Advisory Group, LLC held 3,393 AIG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,393 shares
    Change vs previous 13F -84 shares

    0.24% of the 13F portfolio, value $252,880.

    13F-HR 0001932645-26-000003 filed by Wallace 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 3,477 shares
    Change vs previous 13F +547 shares

    0.28% of the 13F portfolio, value $261,645.

    13F-HR 0001932645-26-000002 filed by Wallace 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 2,930 shares
    Change vs previous 13F -1,725 shares

    0.26% of the 13F portfolio, value $250,661.

    13F-HR 0001932645-26-000001 filed by Wallace 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 4,655 shares
    Change vs previous 13F -974 shares

    0.32% of the 13F portfolio, value $398,421.

    13F-HR 0001932645-25-000002 filed by Wallace 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 5,629 shares
    Change vs previous 13F +535 shares

    0.36% of the 13F portfolio, value $489,385.

    13F-HR 0001085146-25-004313 filed by Wallace 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 5,094 shares
    Change vs previous 13F -100 shares

    0.26% of the 13F portfolio, value $370,843.

    13F-HR 0001085146-25-001938 filed by Wallace 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 5,194 shares
    Change vs previous 13F +56 shares

    0.26% of the 13F portfolio, value $380,356.

    13F-HR 0001085146-25-000155 filed by Wallace 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 5,138 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $381,445.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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