Current Market Value 268,408,853
Current Holdings 246
Most Recent File Date 2025-07-17
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Investment Research & Advisory Group, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 246 268,409
2025-04-21 2025-03-31 13F-HR 250 239,385
2025-01-21 2024-12-31 13F-HR 210 241,025
2024-10-23 2024-09-30 13F-HR 209 236,914
2024-07-30 2024-06-30 13F-HR 207 225,614
2024-04-17 2024-03-31 13F-HR 208 217,255
2024-01-18 2023-12-31 13F-HR 222 195,920
2023-10-19 2023-09-30 13F-HR 217 176,239
2023-07-20 2023-06-30 13F-HR 223 172,804
2023-04-19 2023-03-31 13F-HR 201 155,880
2023-01-31 2022-12-31 13F-HR 194 152,290
2022-10-18 2022-09-30 13F-HR 172 133,597
2022-07-19 2022-06-30 13F-HR 177 138,235
2022-04-25 2022-03-31 13F-HR 186 159,575
2022-01-19 2021-12-31 13F-HR 191 164,775
2021-10-07 2021-09-30 13F-HR 144 152,247
2021-07-29 2021-06-30 13F-HR 176 151,687
2021-04-29 2021-03-31 13F-HR 141 136,127
2021-02-16 2020-12-31 13F-HR 148 134,740
2020-10-29 2020-09-30 13F-HR 151 120,445
2020-08-04 2020-06-30 13F-HR 151 111,338
2020-04-30 2020-03-31 13F-HR 150 107,832
2020-02-14 2019-12-31 13F-HR 189 108,155