STUART INVESTMENT ADVISORS, INC.: IAUM position timeline

STUART INVESTMENT ADVISORS, INC. held 66,599 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 66,599 shares

   Change vs previous 13F +33,665 shares

   1.07% of the 13F portfolio, value $2,664,626.

   13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, INC.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 32,934 shares

   Change vs previous 13F +8,901 shares

   0.67% of the 13F portfolio, value $1,538,018.

   13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, INC.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 24,033 shares

   Change vs previous 13F +9,587 shares

   0.93% of the 13F portfolio, value $1,033,179.

   13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, INC.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,446 shares

   Change vs previous 13F +6,397 shares

   0.52% of the 13F portfolio, value $556,171.

   13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, INC.
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,049 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $265,537.

   13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, INC.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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