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IAMS WEALTH MANAGEMENT, LLC: FIXD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAMS WEALTH MANAGEMENT, LLC on FIXD, newest first. How the timeline and the estimate are built.

IAMS WEALTH MANAGEMENT, LLC held 115,002 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,002 shares
    Change vs previous 13F +67,551 shares

    1.51% of the 13F portfolio, value $5,015,296.

    13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, 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 47,451 shares
    Change vs previous 13F +17,336 shares

    0.72% of the 13F portfolio, value $2,068,460.

    13F-HR 0001998182-26-000002 filed by IAMS WEALTH MANAGEMENT, 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 30,115 shares
    Change vs previous 13F -22,578 shares

    0.48% of the 13F portfolio, value $1,334,734.

    13F-HR 0001998182-26-000001 filed by IAMS WEALTH MANAGEMENT, 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 52,693 shares
    Change vs previous 13F +9,847 shares

    0.94% of the 13F portfolio, value $2,340,664.

    13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, 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 42,846 shares
    Change vs previous 13F -3,334 shares

    0.86% of the 13F portfolio, value $1,880,529.

    13F-HR 0001085146-25-003783 filed by IAMS WEALTH MANAGEMENT, 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 46,180 shares
    Change vs previous 13F -128,603 shares

    0.93% of the 13F portfolio, value $2,024,532.

    13F-HR 0001085146-25-001999 filed by IAMS WEALTH MANAGEMENT, 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 174,783 shares
    Change vs previous 13F +60,289 shares

    3.44% of the 13F portfolio, value $7,510,450.

    13F-HR 0001085146-25-000432 filed by IAMS WEALTH MANAGEMENT, 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 114,494 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $5,179,709.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).