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IAM Advisory, LLC: MCK position timeline

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

IAM Advisory, LLC held 3,579 MCK 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 3,579 shares
    Change vs previous 13F -49 shares

    0.53% of the 13F portfolio, value $2,704,397.

    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 3,628 shares
    Change vs previous 13F -85 shares

    0.7% of the 13F portfolio, value $3,139,504.

    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 3,713 shares
    Change vs previous 13F -195 shares

    0.68% of the 13F portfolio, value $3,045,921.

    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 3,908 shares
    Change vs previous 13F +13 shares

    0.68% of the 13F portfolio, value $3,019,439.

    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 3,895 shares
    Change vs previous 13F -43 shares

    0.69% of the 13F portfolio, value $2,854,152.

    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 3,938 shares
    Change vs previous 13F -92 shares

    0.69% of the 13F portfolio, value $2,650,305.

    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 4,030 shares
    Change vs previous 13F +47 shares

    0.58% of the 13F portfolio, value $2,296,972.

    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 3,983 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,969,305.

    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).