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Disclosery

IAM Advisory, LLC: KRE position timeline

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

IAM Advisory, LLC held 77,844 KRE 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 77,844 shares
    Change vs previous 13F +4,809 shares

    1.14% of the 13F portfolio, value $5,826,652.

    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 73,035 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,758,241.

    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).