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BOK Financial Private Wealth, Inc.: IAUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on IAUM, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 747,968 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 747,968 shares
    Change vs previous 13F -382,682 shares

    1.53% of the 13F portfolio, value $29,926,215.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 1,130,650 shares
    Change vs previous 13F +421,927 shares

    3.19% of the 13F portfolio, value $52,801,373.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 708,723 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $30,468,018.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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