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Disclosery

IAM Advisory, LLC: PNC position timeline

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

IAM Advisory, LLC held 9,231 PNC 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 9,231 shares
    Change vs previous 13F -138 shares

    0.44% of the 13F portfolio, value $2,272,856.

    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 9,369 shares
    Change vs previous 13F -326 shares

    0.44% of the 13F portfolio, value $1,949,639.

    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 9,695 shares
    Change vs previous 13F -127 shares

    0.45% of the 13F portfolio, value $2,023,666.

    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 9,822 shares
    Change vs previous 13F -88 shares

    0.44% of the 13F portfolio, value $1,973,526.

    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 9,910 shares
    Change vs previous 13F +9 shares

    0.44% of the 13F portfolio, value $1,847,511.

    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 9,901 shares
    Change vs previous 13F -53 shares

    0.45% of the 13F portfolio, value $1,740,212.

    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 9,954 shares
    Change vs previous 13F -115 shares

    0.49% of the 13F portfolio, value $1,919,553.

    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 10,069 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,861,258.

    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).