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Hamilton Point Investment Advisors, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hamilton Point Investment Advisors, LLC on IAU, newest first. How the timeline and the estimate are built.

Hamilton Point Investment Advisors, LLC held 205,853 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,853 shares
    Change vs previous 13F +554 shares

    2.19% of the 13F portfolio, value $15,543,929.

    13F-HR 0001398344-26-012897 filed by Hamilton Point Investment Advisors, 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 205,299 shares
    Change vs previous 13F +1,701 shares

    2.79% of the 13F portfolio, value $18,099,123.

    13F-HR 0001398344-26-008553 filed by Hamilton Point Investment Advisors, 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 203,598 shares
    Change vs previous 13F +3,588 shares

    2.51% of the 13F portfolio, value $16,526,016.

    13F-HR 0001398344-26-002895 filed by Hamilton Point Investment Advisors, 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 200,010 shares
    Change vs previous 13F +3,240 shares

    2.27% of the 13F portfolio, value $14,554,728.

    13F-HR 0001398344-25-019345 filed by Hamilton Point Investment Advisors, 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 196,770 shares
    Change vs previous 13F +31,374 shares

    2.02% of the 13F portfolio, value $12,270,577.

    13F-HR 0001398344-25-013863 filed by Hamilton Point Investment Advisors, 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 165,396 shares
    Change vs previous 13F +34,843 shares

    1.75% of the 13F portfolio, value $9,751,748.

    13F-HR 0001398344-25-008794 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 130,553 shares
    Change vs previous 13F +2,094 shares

    1.17% of the 13F portfolio, value $6,463,679.

    13F-HR 0001398344-25-000979 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 128,459 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $6,384,412.

    13F-HR 0001398344-24-020511 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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