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Disclosery

Savvy Advisors, Inc.: IAUM position timeline

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

Savvy Advisors, Inc. held 157,209 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,209 shares
    Change vs previous 13F +101,405 shares

    0.13% of the 13F portfolio, value $6,289,932.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 55,804 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,606,047.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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