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Disclosery

IAM Advisory, LLC: SMMU position timeline

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

IAM Advisory, LLC held 34,770 SMMU 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 34,770 shares
    Change vs previous 13F +289 shares

    0.34% of the 13F portfolio, value $1,755,907.

    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 34,481 shares
    Change vs previous 13F +862 shares

    0.39% of the 13F portfolio, value $1,739,584.

    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 33,619 shares
    Change vs previous 13F +1,156 shares

    0.38% of the 13F portfolio, value $1,695,388.

    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 32,463 shares
    Change vs previous 13F +209 shares

    0.37% of the 13F portfolio, value $1,641,636.

    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 32,254 shares
    Change vs previous 13F +203 shares

    0.39% of the 13F portfolio, value $1,618,181.

    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 32,051 shares
    Change vs previous 13F -2,421 shares

    0.42% of the 13F portfolio, value $1,603,197.

    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 34,472 shares
    Change vs previous 13F +248 shares

    0.44% of the 13F portfolio, value $1,718,075.

    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 34,224 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,728,315.

    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).