Notify me when IAM Advisory, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 104 | $450,024,554 | +$66,857,293 | -$66,227,598 | +$629,695 | CGDV, DGRW, NOBL, AVDE, CGCP | 13F-HR | 07 Jan 2026, 12:12 |
| Q3 2025 | 102 | $444,696,298 | +$8,360,825 | -$4,523,492 | +$3,837,333 | DGRW, NOBL, AVDE, CGCP, JHML | 13F-HR | 20 Oct 2025, 16:54 |
| Q2 2025 | 97 | $416,589,859 | +$61,852,967 | -$54,007,852 | +$7,845,115 | DGRW, NOBL, AVDE, CGCP, JHML | 13F-HR | 08 Jul 2025, 16:50 |
| Q1 2025 | 100 | $385,039,667 | +$12,278,673 | -$16,597,198 | -$4,318,525 | NOBL, DGRW, CGCP, JHML, COWZ | 13F-HR | 11 Apr 2025, 10:33 |
| Q4 2024 | 101 | $394,592,865 | +$16,413,951 | -$7,160,636 | +$9,253,315 | NOBL, DGRW, CGCP, JHML, COWZ | 13F-HR | 15 Jan 2025, 16:41 |
| Q3 2024 | 102 | $395,673,904 | +$11,506,917 | -$4,255,041 | +$7,251,876 | NOBL, DGRW, CGCP, JHML, COWZ | 13F-HR | 07 Oct 2024, 08:14 |
| Q2 2024 | 98 | $368,918,858 | +$86,317,443 | -$78,345,173 | +$7,972,270 | DGRW, NOBL, CGCP, JHML, COWZ | 13F-HR | 12 Jul 2024, 14:04 |
| Q1 2024 | 101 | $365,023,020 | +$31,816,957 | -$7,896,797 | +$23,920,160 | NOBL, CGCP, COWZ, JHML, DGRW | 13F-HR | 15 Apr 2024, 12:24 |
| Q4 2023 | 98 | $318,404,396 | +$9,462,747 | -$4,644,667 | +$4,818,080 | NOBL, JHML, DGRW, COWZ, CGCP | 13F-HR | 12 Jan 2024, 17:21 |
| Q3 2023 | 94 | $286,304,048 | +$41,707,978 | -$39,262,799 | +$2,445,179 | NOBL, JHML, COWZ, DGRW, CGCP | 13F-HR | 10 Oct 2023, 11:28 |
| Q2 2023 | 92 | $293,146,050 | +$21,658,417 | -$26,849,877 | -$5,191,460 | NOBL, SCHD, JHML, COWZ, CGCP | 13F-HR | 13 Jul 2023, 13:57 |
| Q1 2023 | 90 | $289,467,748 | +$46,339,913 | -$32,803,879 | +$13,536,034 | NOBL, SCHD, JHML, COWZ, CGCP | 13F-HR | 10 Apr 2023, 16:54 |
| Q4 2022 | 83 | $272,079,409 | +$30,635,926 | -$17,968,442 | +$12,667,484 | NOBL, SCHD, PULS, JHML, COWZ | 13F-HR | 17 Jan 2023, 21:00 |
| Q3 2022 | 78 | $236,667,000 | +$15,177,741 | -$7,679,080 | +$7,498,661 | NOBL, SCHD, JHML, COWZ, PULS | 13F-HR | 14 Oct 2022, 19:02 |
| Q2 2022 | 79 | $243,404,000 | +$37,878,874 | -$9,721,797 | +$28,157,077 | NOBL, SCHD, JHML, COWZ, PULS | 13F-HR | 11 Jul 2022, 19:17 |
| Q1 2022 | 76 | $246,194,000 | +$50,473,929 | -$50,559,670 | -$85,741 | NOBL, SCHD, JHML, COWZ, QGRO | 13F-HR | 14 Apr 2022, 16:36 |
| Q4 2021 | 71 | $252,539,000 | +$17,235,833 | -$12,522,407 | +$4,713,426 | NOBL, JHML, QGRO, COWZ, PWB | 13F-HR | 19 Jan 2022, 16:49 |
| Q3 2021 | 72 | $233,912,000 | +$233,912,000 | -$759,939,000 | -$526,027,000 | NOBL, JHML, PWB, QGRO, GSIE | 13F-HR | 14 Oct 2021, 10:02 |
| Q2 2021 | 42 | $759,939,000 | +$759,939,000 | -$226,657,000 | +$533,282,000 | VTI, VWO, VGK, IEMG, ITOT | 13F-HR | 20 Jul 2021, 09:13 |
| Q1 2021 | 68 | $226,657,000 | +$13,817,113 | -$325,337 | +$13,491,776 | NOBL, JHML, PWB, QGRO, QINT | 13F-HR | 10 May 2021, 07:19 |
| Q4 2020 | 63 | $194,300,000 | $0 | $0 | $0 | NOBL, JHML, PWB, QGRO, QINT | 13F-HR | 08 Feb 2021, 09:25 |