Notify me when IAM Advisory, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 102 | $445M | +$8.36M | -$4.52M | +$3.84M | DGRW, NOBL, AVDE, CGCP, JHML | 13F-HR | 10/20/2025, 04:54 PM |
| Q2 2025 | 97 | $417M | +$61.9M | -$54M | +$7.85M | DGRW, NOBL, AVDE, CGCP, JHML | 13F-HR | 7/8/2025, 04:50 PM |
| Q1 2025 | 100 | $385M | +$12.3M | -$16.6M | -$4.32M | NOBL, DGRW, CGCP, JHML, COWZ | 13F-HR | 4/11/2025, 10:33 AM |
| Q4 2024 | 101 | $395M | +$16.4M | -$7.16M | +$9.25M | NOBL, DGRW, CGCP, JHML, COWZ | 13F-HR | 1/15/2025, 04:41 PM |
| Q3 2024 | 102 | $396M | +$11.5M | -$4.26M | +$7.25M | NOBL, DGRW, CGCP, JHML, COWZ | 13F-HR | 10/7/2024, 08:14 AM |
| Q2 2024 | 98 | $369M | +$86.3M | -$78.3M | +$7.97M | DGRW, NOBL, CGCP, JHML, COWZ | 13F-HR | 7/12/2024, 02:04 PM |
| Q1 2024 | 101 | $365M | +$31.8M | -$7.9M | +$23.9M | NOBL, CGCP, COWZ, JHML, DGRW | 13F-HR | 4/15/2024, 12:24 PM |
| Q4 2023 | 98 | $318M | +$9.46M | -$4.64M | +$4.82M | NOBL, JHML, DGRW, COWZ, CGCP | 13F-HR | 1/12/2024, 05:21 PM |
| Q3 2023 | 94 | $286M | +$41.7M | -$39.3M | +$2.45M | NOBL, JHML, COWZ, DGRW, CGCP | 13F-HR | 10/10/2023, 11:28 AM |
| Q2 2023 | 92 | $293M | +$21.7M | -$26.8M | -$5.19M | NOBL, SCHD, JHML, COWZ, CGCP | 13F-HR | 7/13/2023, 01:57 PM |
| Q1 2023 | 90 | $289M | +$46.3M | -$32.8M | +$13.5M | NOBL, SCHD, JHML, COWZ, CGCP | 13F-HR | 4/10/2023, 04:54 PM |
| Q4 2022 | 83 | $272M | +$30.6M | -$18M | +$12.7M | NOBL, SCHD, PULS, JHML, COWZ | 13F-HR | 1/17/2023, 09:00 PM |
| Q3 2022 | 78 | $237M | +$15.2M | -$7.68M | +$7.5M | NOBL, SCHD, JHML, COWZ, PULS | 13F-HR | 10/14/2022, 07:02 PM |
| Q2 2022 | 79 | $243M | +$37.9M | -$9.72M | +$28.2M | NOBL, SCHD, JHML, COWZ, PULS | 13F-HR | 7/11/2022, 07:17 PM |
| Q1 2022 | 76 | $246M | +$50.5M | -$50.6M | -$85.7K | NOBL, SCHD, JHML, COWZ, QGRO | 13F-HR | 4/14/2022, 04:36 PM |
| Q4 2021 | 71 | $253M | +$17.2M | -$12.5M | +$4.71M | NOBL, JHML, QGRO, COWZ, PWB | 13F-HR | 1/19/2022, 04:49 PM |
| Q3 2021 | 72 | $234M | +$234M | -$760M | -$526M | NOBL, JHML, PWB, QGRO, GSIE | 13F-HR | 10/14/2021, 10:02 AM |
| Q2 2021 | 42 | $760M | +$760M | -$227M | +$533M | VTI, VWO, VGK, IEMG, ITOT | 13F-HR | 7/20/2021, 09:13 AM |
| Q1 2021 | 68 | $227M | +$13.8M | -$325K | +$13.5M | NOBL, JHML, PWB, QGRO, QINT | 13F-HR | 5/10/2021, 07:19 AM |
| Q4 2020 | 63 | $194M | $0 | $0 | NOBL, JHML, PWB, QGRO, QINT | 13F-HR | 2/8/2021, 09:25 AM |