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IAM Advisory, LLC: WM position timeline

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

IAM Advisory, LLC held 11,468 WM 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 11,468 shares
    Change vs previous 13F +141 shares

    0.5% of the 13F portfolio, value $2,556,069.

    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 11,327 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $2,602,936.

    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 11,326 shares
    Change vs previous 13F +72 shares

    0.55% of the 13F portfolio, value $2,488,365.

    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 11,254 shares
    Change vs previous 13F +156 shares

    0.56% of the 13F portfolio, value $2,485,216.

    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 11,098 shares
    Change vs previous 13F +7 shares

    0.61% of the 13F portfolio, value $2,539,528.

    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 11,091 shares
    Change vs previous 13F -224 shares

    0.67% of the 13F portfolio, value $2,567,637.

    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 11,315 shares
    Change vs previous 13F +100 shares

    0.58% of the 13F portfolio, value $2,283,340.

    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 11,215 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,328,222.

    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).