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Running Point Capital Advisors, LLC: IAUM position timeline

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

Running Point Capital Advisors, LLC held 83,773 IAUM shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 83,773 shares
    Change vs previous 13F +5,645 shares

    0.98% of the 13F portfolio, value $3,601,401.

    13F-HR 0001398344-26-003250 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 78,128 shares
    Change vs previous 13F +6,135 shares

    0.81% of the 13F portfolio, value $3,007,928.

    13F-HR 0001398344-25-019878 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 71,993 shares
    Change vs previous 13F -3,072 shares

    0.66% of the 13F portfolio, value $2,375,049.

    13F-HR 0001398344-25-015005 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 75,065 shares
    Change vs previous 13F -8,651 shares

    0.74% of the 13F portfolio, value $2,339,776.

    13F-HR 0001398344-25-009551 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 83,716 shares
    Change vs previous 13F -2,175 shares

    0.75% of the 13F portfolio, value $2,190,848.

    13F-HR 0001398344-25-002420 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 85,891 shares
    Change vs previous 13F -1,687 shares

    0.87% of the 13F portfolio, value $2,254,639.

    13F-HR 0001398344-24-020400 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 87,578 shares
    Change vs previous 13F +6,118 shares

    0.84% of the 13F portfolio, value $2,031,810.

    13F-HR 0001398344-24-014498 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 81,460 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,805,968.

    13F-HR 0001398344-24-009672 filed by Running Point Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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