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Disclosery

SFM, LLC: IAUM position timeline

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

SFM, LLC held 220,012 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,012 shares
    Change vs previous 13F +3,155 shares

    4.51% of the 13F portfolio, value $8,802,680.

    13F-HR 0002064225-26-000004 filed by SFM, 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 216,857 shares
    Change vs previous 13F -8,022 shares

    6.12% of the 13F portfolio, value $10,127,222.

    13F-HR 0002064225-26-000002 filed by SFM, 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 224,879 shares
    Change vs previous 13F -1,612 shares

    5.66% of the 13F portfolio, value $9,667,548.

    13F-HR 0002064225-26-000001 filed by SFM, 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 226,491 shares
    Change vs previous 13F +8,348 shares

    5.07% of the 13F portfolio, value $8,719,904.

    13F-HR 0002064225-25-000001 filed by SFM, 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 218,143 shares
    Change vs previous 13F +92,221 shares

    4.62% of the 13F portfolio, value $7,196,538.

    13F-HR 0001085146-25-003911 filed by SFM, 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 125,922 shares
    Change vs previous 13F +83,331 shares

    2.89% of the 13F portfolio, value $3,924,989.

    13F-HR 0001085146-25-002154 filed by SFM, 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 42,591 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,114,606.

    13F-HR 0001085146-25-002153 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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