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IAM Advisory, LLC: AIQ position timeline

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

IAM Advisory, LLC held 80,034 AIQ 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 80,034 shares
    Change vs previous 13F +2,868 shares

    1.02% of the 13F portfolio, value $5,251,014.

    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 77,166 shares
    Change vs previous 13F -877 shares

    0.81% of the 13F portfolio, value $3,601,341.

    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 78,043 shares
    Change vs previous 13F -673 shares

    0.88% of the 13F portfolio, value $3,969,290.

    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 78,716 shares
    Change vs previous 13F -2,112 shares

    0.87% of the 13F portfolio, value $3,887,766.

    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 80,828 shares
    Change vs previous 13F -16 shares

    0.85% of the 13F portfolio, value $3,531,388.

    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 80,844 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,941,093.

    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).