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Disclosery

GM Advisory Group, LLC: IWF position timeline

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

GM Advisory Group, LLC held 35,193 IWF 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 35,193 shares
    Change vs previous 13F -122 shares

    0.58% of the 13F portfolio, value $15,006,131.

    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 35,315 shares
    Change vs previous 13F +3,493 shares

    0.65% of the 13F portfolio, value $16,714,421.

    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 31,822 shares
    Change vs previous 13F +2,706 shares

    0.63% of the 13F portfolio, value $14,905,810.

    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 29,116 shares
    Change vs previous 13F -50 shares

    0.61% of the 13F portfolio, value $12,362,064.

    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 29,166 shares
    Change vs previous 13F -1,709 shares

    0.57% of the 13F portfolio, value $10,531,406.

    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 30,875 shares
    Change vs previous 13F -93 shares

    0.69% of the 13F portfolio, value $12,398,954.

    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 30,968 shares
    Change vs previous 13F +237 shares

    0.7% of the 13F portfolio, value $11,624,838.

    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 30,731 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $11,201,625.

    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).