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Disclosery

GM Advisory Group, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GM Advisory Group, LLC on IWB, newest first. How the timeline and the estimate are built.

GM Advisory Group, LLC held 57,402 IWB shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 57,402 shares
    Change vs previous 13F -477 shares

    0.79% of the 13F portfolio, value $20,467,115.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 57,879 shares
    Change vs previous 13F +44,897 shares

    0.85% of the 13F portfolio, value $21,614,332.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 12,982 shares
    Change vs previous 13F +1,034 shares

    0.2% of the 13F portfolio, value $4,744,767.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 11,948 shares
    Change vs previous 13F +30 shares

    0.2% of the 13F portfolio, value $4,057,199.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 11,918 shares
    Change vs previous 13F +32 shares

    0.2% of the 13F portfolio, value $3,655,618.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,886 shares
    Change vs previous 13F +37 shares

    0.21% of the 13F portfolio, value $3,829,159.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,849 shares
    Change vs previous 13F +41 shares

    0.22% of the 13F portfolio, value $3,725,105.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 11,808 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,513,500.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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