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Manager record

Investment Advisory Services Inc /Tx /Adv

The Woodlands, TX · CIK 925953 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$355.12MReported 13F valueQ3 2026 · as filed
135Holdings listed
+2.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $299.8M$299.8MQ2 2025131 holdingsQ3 2025: $317.4M$317.4MQ3 2025126 holdingsQ4 2025: $319.7M$319.7MQ4 2025126 holdingsQ1 2026: $314.5M$314.5MQ1 2026130 holdingsQ2 2026: $347.2M$347.2MQ2 2026140 holdingsQ3 2026: $355.1M$355.1MQ3 2026135 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 27 2026 13F-HR · period Q3 2026

$355.12M · 135 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$347.18M · 140 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$314.48M · 130 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$319.66M · 126 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$317.42M · 126 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$299.78M · 131 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 27, 2026 · Change methodology