Position in IVT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,372
+$1,448 QoQ
Shares Held
293
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 339 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026ARMSTRONG ADVISORY GROUP, INC holds $428,091 across 4 REIT - Retail names. IVT ranks #2 (2.4% of the industry book) .
All Filings in IVT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,372 | 293 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,924 | 293 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,265 | 293 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,385 | 293 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $8,028 | 293 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,605 | 293 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,828 | 293 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,312 | 293 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $7,254 | 293 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,533 | 293 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,424 | 293 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $6,976 | 293 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $39,499 | 1,707 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $39,943 | 1,707 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $40,404 | 1,707 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||