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IAM Advisory, LLC: MSI position timeline

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

IAM Advisory, LLC held 6,151 MSI 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 6,151 shares
    Change vs previous 13F +30 shares

    0.5% of the 13F portfolio, value $2,554,472.

    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 6,121 shares
    Change vs previous 13F +101 shares

    0.6% of the 13F portfolio, value $2,656,156.

    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 6,020 shares
    Change vs previous 13F +2 shares

    0.51% of the 13F portfolio, value $2,307,520.

    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 6,018 shares
    Change vs previous 13F +22 shares

    0.62% of the 13F portfolio, value $2,751,856.

    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 5,996 shares
    Change vs previous 13F -19 shares

    0.61% of the 13F portfolio, value $2,521,224.

    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 6,015 shares
    Change vs previous 13F -9 shares

    0.68% of the 13F portfolio, value $2,633,463.

    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 6,024 shares
    Change vs previous 13F -22 shares

    0.71% of the 13F portfolio, value $2,784,621.

    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 6,046 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,718,585.

    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).