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Beckerman Institutional, LLC: IAUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beckerman Institutional, LLC on IAUM, newest first. How the timeline and the estimate are built.

Beckerman Institutional, LLC held 10,342 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,342 shares
    Change vs previous 13F +299 shares

    0.2% of the 13F portfolio, value $413,791.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, LLC
    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 10,043 shares
    Change vs previous 13F +1,066 shares

    0.25% of the 13F portfolio, value $469,011.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, LLC
    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 8,977 shares
    Change vs previous 13F +252 shares

    0.22% of the 13F portfolio, value $385,923.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, LLC
    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 8,725 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $335,921.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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