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Disclosery

IAM Advisory, LLC: AAPL position timeline

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

IAM Advisory, LLC held 22,889 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,889 shares
    Change vs previous 13F +37 shares

    1.29% of the 13F portfolio, value $6,623,211.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 22,852 shares
    Change vs previous 13F +178 shares

    1.3% of the 13F portfolio, value $5,799,495.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 22,674 shares
    Change vs previous 13F -386 shares

    1.37% of the 13F portfolio, value $6,164,236.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 23,060 shares
    Change vs previous 13F +126 shares

    1.32% of the 13F portfolio, value $5,871,838.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 22,934 shares
    Change vs previous 13F +72 shares

    1.13% of the 13F portfolio, value $4,705,303.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 22,862 shares
    Change vs previous 13F -456 shares

    1.32% of the 13F portfolio, value $5,078,238.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 23,318 shares
    Change vs previous 13F -122 shares

    1.48% of the 13F portfolio, value $5,839,337.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 23,440 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $5,461,404.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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