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Westfuller Advisors, LLC: IAUM position timeline

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

Westfuller Advisors, LLC held 44,826 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,826 shares
    Change vs previous 13F +9,661 shares

    0.65% of the 13F portfolio, value $1,793,500.

    13F-HR 0002000324-26-003250 filed by Westfuller 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 35,165 shares
    Change vs previous 13F +13,394 shares

    0.71% of the 13F portfolio, value $1,642,208.

    13F-HR 0002000324-26-001734 filed by Westfuller 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 21,771 shares
    Change vs previous 13F -10,771 shares

    0.38% of the 13F portfolio, value $935,931.

    13F-HR 0002000324-26-000134 filed by Westfuller 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 32,542 shares
    Change vs previous 13F +10,183 shares

    0.57% of the 13F portfolio, value $1,252,856.

    13F-HR 0002000324-25-004144 filed by Westfuller 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 22,359 shares
    Change vs previous 13F -3,456 shares

    0.42% of the 13F portfolio, value $737,614.

    13F-HR 0001085146-25-003762 filed by Westfuller 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 25,815 shares
    Change vs previous 13F +2,728 shares

    0.54% of the 13F portfolio, value $804,642.

    13F-HR 0001085146-25-002330 filed by Westfuller 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 23,087 shares
    Change vs previous 13F +11,310 shares

    0.38% of the 13F portfolio, value $604,174.

    13F-HR 0001085146-25-001756 filed by Westfuller 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 ended2024-09-30
    13F 11,777 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $309,153.

    13F-HR 0001085146-24-005423 filed by Westfuller Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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