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Disclosery

M Wealth Management, LLC: IAUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Wealth Management, LLC on IAUM, newest first. How the timeline and the estimate are built.

M Wealth Management, LLC held 77,013 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,013 shares
    Change vs previous 13F +485 shares

    2.42% of the 13F portfolio, value $3,081,291.

    13F-HR 0001172661-26-002811 filed by M 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 76,528 shares
    Change vs previous 13F 0 shares

    3.01% of the 13F portfolio, value $3,573,858.

    13F-HR 0001172661-26-002210 filed by M 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 76,528 shares
    Change vs previous 13F 0 shares

    2.86% of the 13F portfolio, value $3,289,939.

    13F-HR 0001172661-26-000383 filed by M 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 76,528 shares
    Change vs previous 13F 0 shares

    2.59% of the 13F portfolio, value $2,946,328.

    13F-HR 0001172661-25-004346 filed by M 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 76,528 shares
    Change vs previous 13F 0 shares

    2.33% of the 13F portfolio, value $2,524,659.

    13F-HR 0001172661-25-003023 filed by M 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 76,528 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $2,385,378.

    13F-HR 0001172661-25-001922 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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