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Disclosery

IAM Advisory, LLC: MUNI position timeline

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

IAM Advisory, LLC held 42,617 MUNI 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 42,617 shares
    Change vs previous 13F +432 shares

    0.44% of the 13F portfolio, value $2,241,678.

    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 42,185 shares
    Change vs previous 13F +810 shares

    0.49% of the 13F portfolio, value $2,201,622.

    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 41,375 shares
    Change vs previous 13F -1,495 shares

    0.48% of the 13F portfolio, value $2,168,450.

    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 42,870 shares
    Change vs previous 13F -242 shares

    0.5% of the 13F portfolio, value $2,241,248.

    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 43,112 shares
    Change vs previous 13F +126 shares

    0.53% of the 13F portfolio, value $2,214,238.

    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 42,986 shares
    Change vs previous 13F -3,528 shares

    0.58% of the 13F portfolio, value $2,215,904.

    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 46,514 shares
    Change vs previous 13F +455 shares

    0.61% of the 13F portfolio, value $2,406,166.

    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 46,059 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,440,187.

    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).