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Disclosery

IAM Advisory, LLC: AVUV position timeline

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

IAM Advisory, LLC held 79,536 AVUV 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 79,536 shares
    Change vs previous 13F +3,688 shares

    1.93% of the 13F portfolio, value $9,922,879.

    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 75,848 shares
    Change vs previous 13F -995 shares

    1.88% of the 13F portfolio, value $8,378,980.

    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 76,843 shares
    Change vs previous 13F +287 shares

    1.74% of the 13F portfolio, value $7,836,499.

    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 76,556 shares
    Change vs previous 13F +688 shares

    1.71% of the 13F portfolio, value $7,619,650.

    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 75,868 shares
    Change vs previous 13F +1,164 shares

    1.66% of the 13F portfolio, value $6,911,560.

    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 74,704 shares
    Change vs previous 13F -1,496 shares

    1.69% of the 13F portfolio, value $6,511,930.

    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 76,200 shares
    Change vs previous 13F -459 shares

    1.86% of the 13F portfolio, value $7,355,621.

    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 76,659 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $7,355,428.

    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).