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Disclosery

GM Advisory Group, LLC: IWR position timeline

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

GM Advisory Group, LLC held 3,437 IWR 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 3,437 shares
    Change vs previous 13F -10,876 shares

    0.01% of the 13F portfolio, value $334,181.

    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 14,313 shares
    Change vs previous 13F -120 shares

    0.05% of the 13F portfolio, value $1,377,892.

    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 14,433 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $1,393,528.

    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 14,428 shares
    Change vs previous 13F +422 shares

    0.07% of the 13F portfolio, value $1,326,908.

    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 14,006 shares
    Change vs previous 13F +304 shares

    0.06% of the 13F portfolio, value $1,191,464.

    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 13,702 shares
    Change vs previous 13F +584 shares

    0.07% of the 13F portfolio, value $1,211,259.

    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 13,118 shares
    Change vs previous 13F +2,418 shares

    0.07% of the 13F portfolio, value $1,156,188.

    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 10,700 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $867,556.

    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).