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Disclosery

IAM Advisory, LLC: JHML position timeline

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

IAM Advisory, LLC held 160,632 JHML 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 160,632 shares
    Change vs previous 13F -897 shares

    2.79% of the 13F portfolio, value $14,325,153.

    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 161,529 shares
    Change vs previous 13F -922 shares

    2.83% of the 13F portfolio, value $12,642,912.

    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 162,451 shares
    Change vs previous 13F -162,502 shares

    2.88% of the 13F portfolio, value $12,971,701.

    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 324,953 shares
    Change vs previous 13F -285 shares

    5.73% of the 13F portfolio, value $25,466,605.

    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 325,238 shares
    Change vs previous 13F +755 shares

    5.73% of the 13F portfolio, value $23,857,152.

    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 324,483 shares
    Change vs previous 13F -8,709 shares

    5.68% of the 13F portfolio, value $21,876,622.

    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 333,192 shares
    Change vs previous 13F -2,942 shares

    5.88% of the 13F portfolio, value $23,206,843.

    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 336,134 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $23,341,111.

    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).