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Manager record

Investment Research & Advisory Group, Inc.

Atlanta, GA · CIK 1802136 · 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.

$336.59MReported 13F valueQ3 2026 · as filed
335Holdings listed
+3.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $268.4M$268.4MQ2 2025246 holdingsQ3 2025: $295.0M$295.0MQ3 2025254 holdingsQ4 2025: $302.1M$302.1MQ4 2025276 holdingsQ1 2026: $286.3M$286.3MQ1 2026281 holdingsQ2 2026: $323.9M$323.9MQ2 2026316 holdingsQ3 2026: $336.6M$336.6MQ3 2026335 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 19 2026 13F-HR · period Q3 2026

$336.59M · 335 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$323.91M · 316 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$286.31M · 281 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$302.07M · 276 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$295.03M · 254 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$268.41M · 246 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 19, 2026 · Change methodology