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Disclosery

IAM Advisory, LLC: VFMO position timeline

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

IAM Advisory, LLC held 7,927 VFMO 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 7,927 shares
    Change vs previous 13F -192 shares

    0.39% of the 13F portfolio, value $1,977,823.

    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 8,119 shares
    Change vs previous 13F -157 shares

    0.36% of the 13F portfolio, value $1,600,315.

    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 8,276 shares
    Change vs previous 13F -99 shares

    0.35% of the 13F portfolio, value $1,582,844.

    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 8,375 shares
    Change vs previous 13F +65 shares

    0.36% of the 13F portfolio, value $1,604,706.

    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 8,310 shares
    Change vs previous 13F -38 shares

    0.34% of the 13F portfolio, value $1,433,657.

    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 8,348 shares
    Change vs previous 13F +35 shares

    0.33% of the 13F portfolio, value $1,266,422.

    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 8,313 shares
    Change vs previous 13F -5 shares

    0.35% of the 13F portfolio, value $1,366,369.

    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 8,318 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,338,779.

    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).