IVT INVENTRUST PPTYS CORP

Ownership history in ARMSTRONG ADVISORY GROUP, INC  ·  14 quarters on record

AI Ownership Summary

ARMSTRONG ADVISORY GROUP, INC reported INVENTRUST PPTYS CORP (IVT) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows IVT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARMSTRONG ADVISORY GROUP, INC's position in INVENTRUST PPTYS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ARMSTRONG ADVISORY GROUP, INC held IVT — position size vs. price
% of Fund (quarterly)    IVT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 293 0% 0.00% $9K 2026-04-10 $32.16
2025 Q4 UNCHANGED 293 0% 0.00% $8K 2026-01-08 $28.93
2025 Q3 UNCHANGED 293 0% 0.00% $8K 2025-10-08 $27.10
2025 Q2 UNCHANGED 293 0% 0.00% $8K 2025-07-14 $26.66
2025 Q1 UNCHANGED 293 0% 0.00% $9K 2025-04-10 $25.56
2024 Q4 UNCHANGED 293 0% 0.00% $9K 2025-01-14 $27.78
2024 Q3 UNCHANGED 293 0% 0.00% $8K 2024-10-11 $27.59
2024 Q2 UNCHANGED 293 0% 0.00% $7K 2024-07-12 $24.23
2024 Q1 UNCHANGED 293 0% 0.00% $7K 2024-04-12 $22.74
2023 Q4 UNCHANGED 293 0% 0.00% $7K 2024-01-17 $23.12
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ARMSTRONG ADVISORY GROUP, INC and IVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARMSTRONG ADVISORY GROUP, INC reported owning IVT?

ARMSTRONG ADVISORY GROUP, INC reported IVT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVT position in ARMSTRONG ADVISORY GROUP, INC's portfolio?

The largest reported portfolio weight for IVT was 0.00% in 2023 Q4.

What is the latest reported IVT position on this page?

The most recent filing on this page is 2026 Q1, when ARMSTRONG ADVISORY GROUP, INC reported 293 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this IVT ownership page compare?

The chart compares ARMSTRONG ADVISORY GROUP, INC's quarterly IVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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