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Disclosery

New Potomac Partners, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Potomac Partners, LLC on IAU, newest first. How the timeline and the estimate are built.

New Potomac Partners, LLC held 224,151 IAU shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 224,151 shares
    Change vs previous 13F -2,790 shares

    5.72% of the 13F portfolio, value $11,140,305.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 226,941 shares
    Change vs previous 13F -685 shares

    5.45% of the 13F portfolio, value $9,969,519.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 227,626 shares
    Change vs previous 13F +3,003 shares

    5.31% of the 13F portfolio, value $9,562,569.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 224,623 shares
    Change vs previous 13F -2,385 shares

    5.22% of the 13F portfolio, value $8,767,036.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 227,008 shares
    Change vs previous 13F +13,814 shares

    5.47% of the 13F portfolio, value $7,943,010.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 213,194 shares
    Change vs previous 13F -1,155 shares

    5.12% of the 13F portfolio, value $7,758,130.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 214,349 shares
    Change vs previous 13F -412 shares

    5.55% of the 13F portfolio, value $8,010,223.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 214,761 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $7,428,583.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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