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Disclosery

IAM Advisory, LLC: VRT position timeline

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

IAM Advisory, LLC held 6,190 VRT 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 6,190 shares
    Change vs previous 13F +56 shares

    0.4% of the 13F portfolio, value $2,072,584.

    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 6,134 shares
    Change vs previous 13F -88 shares

    0.34% of the 13F portfolio, value $1,537,159.

    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 6,222 shares
    Change vs previous 13F +333 shares

    0.22% of the 13F portfolio, value $1,008,002.

    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 5,889 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $888,392.

    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 5,875 shares
    Change vs previous 13F +311 shares

    0.18% of the 13F portfolio, value $754,363.

    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 5,564 shares
    Change vs previous 13F -448 shares

    0.1% of the 13F portfolio, value $401,701.

    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 6,012 shares
    Change vs previous 13F +193 shares

    0.17% of the 13F portfolio, value $682,971.

    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 5,819 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $578,978.

    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).