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IAM Advisory, LLC: XLK position timeline

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

IAM Advisory, LLC held 13,123 XLK 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 13,123 shares
    Change vs previous 13F +536 shares

    0.49% of the 13F portfolio, value $2,500,188.

    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 12,587 shares
    Change vs previous 13F -150 shares

    0.37% of the 13F portfolio, value $1,672,806.

    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 12,737 shares
    Change vs previous 13F +6,376 shares

    0.41% of the 13F portfolio, value $1,833,686.

    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 6,361 shares
    Change vs previous 13F -83 shares

    0.4% of the 13F portfolio, value $1,792,823.

    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 6,444 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,631,921.

    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 6,444 shares
    Change vs previous 13F +77 shares

    0.35% of the 13F portfolio, value $1,330,486.

    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 6,367 shares
    Change vs previous 13F -118 shares

    0.38% of the 13F portfolio, value $1,480,390.

    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 6,485 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,464,138.

    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).