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IAM Advisory, LLC: SUB position timeline

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

IAM Advisory, LLC held 12,474 SUB 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 12,474 shares
    Change vs previous 13F +75 shares

    0.26% of the 13F portfolio, value $1,328,080.

    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 12,399 shares
    Change vs previous 13F +77 shares

    0.3% of the 13F portfolio, value $1,320,515.

    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 12,322 shares
    Change vs previous 13F -3,331 shares

    0.29% of the 13F portfolio, value $1,314,752.

    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 15,653 shares
    Change vs previous 13F -95 shares

    0.38% of the 13F portfolio, value $1,671,381.

    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 15,748 shares
    Change vs previous 13F -28 shares

    0.4% of the 13F portfolio, value $1,674,649.

    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 15,776 shares
    Change vs previous 13F -1,265 shares

    0.43% of the 13F portfolio, value $1,665,947.

    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 17,041 shares
    Change vs previous 13F +161 shares

    0.46% of the 13F portfolio, value $1,797,446.

    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 16,880 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,792,534.

    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).