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Scarborough Advisors, LLC: IAUM position timeline

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

Scarborough Advisors, LLC held 19,952 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,952 shares
    Change vs previous 13F -4,373 shares

    0.1% of the 13F portfolio, value $837,188.

    13F-HR 0002085853-26-000794 filed by Scarborough 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 ended2026-03-31
    13F 24,325 shares
    Change vs previous 13F -65,094 shares

    0.12% of the 13F portfolio, value $1,135,978.

    13F-HR 0001815355-26-000005 filed by Scarborough 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 ended2025-12-31
    13F 89,419 shares
    Change vs previous 13F -420 shares

    0.65% of the 13F portfolio, value $3,844,123.

    13F-HR 0001815355-26-000002 filed by Scarborough 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 ended2025-09-30
    13F 89,839 shares
    Change vs previous 13F +3,806 shares

    0.61% of the 13F portfolio, value $3,458,802.

    13F-HR 0001815355-26-000001 filed by Scarborough 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 ended2025-06-30
    13F 86,033 shares
    Change vs previous 13F -5,870 shares

    0.56% of the 13F portfolio, value $2,838,229.

    13F-HR 0001815355-25-000004 filed by Scarborough 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 ended2025-03-31
    13F 91,903 shares
    Change vs previous 13F +40,428 shares

    0.41% of the 13F portfolio, value $2,864,617.

    13F-HR 0001986042-25-000009 filed by Scarborough 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 ended2024-12-31
    13F 51,475 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,347,101.

    13F-HR 0001815355-25-000002 filed by Scarborough Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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