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Disclosery

IAM Advisory, LLC: BX position timeline

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

IAM Advisory, LLC held 0 BX shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,499 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,499 shares
    Change vs previous 13F +31 shares

    0.21% of the 13F portfolio, value $939,441.

    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).

  3. period ended2025-06-30
    13F 5,468 shares
    Change vs previous 13F +182 shares

    0.2% of the 13F portfolio, value $817,858.

    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).

  4. period ended2025-03-31
    13F 5,286 shares
    Change vs previous 13F -18 shares

    0.19% of the 13F portfolio, value $738,860.

    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).

  5. period ended2024-12-31
    13F 5,304 shares
    Change vs previous 13F +17 shares

    0.23% of the 13F portfolio, value $914,467.

    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).

  6. period ended2024-09-30
    13F 5,287 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $809,603.

    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).