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Disclosery

CAP Partners, LLC: IAUM position timeline

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

CAP Partners, LLC held 6,554 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,554 shares
    Change vs previous 13F +303 shares

    0.13% of the 13F portfolio, value $262,226.

    13F-HR 0002006870-26-000006 filed by CAP Partners, 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 6,251 shares
    Change vs previous 13F -3,292 shares

    0.16% of the 13F portfolio, value $291,922.

    13F-HR 0002006870-26-000002 filed by CAP Partners, 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 9,543 shares
    Change vs previous 13F +429 shares

    0.23% of the 13F portfolio, value $410,254.

    13F-HR 0002006870-26-000001 filed by CAP Partners, 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 9,114 shares
    Change vs previous 13F +1,234 shares

    0.2% of the 13F portfolio, value $350,889.

    13F-HR 0002006870-25-000005 filed by CAP Partners, LLC
    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 7,880 shares
    Change vs previous 13F +652 shares

    0.16% of the 13F portfolio, value $259,961.

    13F-HR 0002006870-25-000004 filed by CAP Partners, LLC
    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 7,228 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $225,297.

    13F-HR 0002006870-25-000003 filed by CAP Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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