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Advanced Asset Management Advisors Inc: IYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advanced Asset Management Advisors Inc on IYZ, newest first. How the timeline and the estimate are built.

Advanced Asset Management Advisors Inc held 6,687 IYZ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,687 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $282,927.

    13F-HR 0001398344-26-012202 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,684 shares
    Change vs previous 13F +79 shares

    0.07% of the 13F portfolio, value $262,815.

    13F-HR 0001398344-26-007075 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,605 shares
    Change vs previous 13F +285 shares

    0.06% of the 13F portfolio, value $223,910.

    13F-HR 0001398344-26-001786 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,320 shares
    Change vs previous 13F -687 shares

    0.05% of the 13F portfolio, value $203,883.

    13F-HR 0001398344-25-019298 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,007 shares
    Change vs previous 13F -784 shares

    0.06% of the 13F portfolio, value $208,668.

    13F-HR 0001398344-25-013676 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,791 shares
    Change vs previous 13F -818 shares

    0.06% of the 13F portfolio, value $213,395.

    13F-HR 0001398344-25-007241 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,609 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $230,979.

    13F-HR 0001398344-25-001513 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,604 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $186,879.

    13F-HR 0001398344-24-019338 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).