• 13F History

IAM Advisory, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$385M
Signature - Title
Holly Jinks - Chief Compliance Officer
Location
Easton, PA
Summary
This page shows a list of all the recent 13F filings made by IAM Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IAM Advisory, LLC reported 100 stock holdings with total value $385M as of Q1 2025. Top holdings included NOBL, DGRW, CGCP, JHML, and COWZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$10M +$31.7M NOBL, JHML, COWZ, DGRW, CGCP 13F-HR 10/10/2023, 11:28 AM
Q2 2023 92 $293M +$21.7M -$5.55M +$16.1M NOBL, SCHD, JHML, COWZ, CGCP 13F-HR 7/13/2023, 01:57 PM
Q1 2023 90 $289M +$46.3M -$16.4M +$29.9M NOBL, SCHD, JHML, COWZ, CGCP 13F-HR 4/10/2023, 04:54 PM
Q4 2022 83 $272M +$30.6M -$5.75M +$24.9M NOBL, SCHD, PULS, JHML, COWZ 13F-HR 1/17/2023, 08:00 PM
Q3 2022 77 $237M +$15.2M -$4.37M +$10.8M NOBL, SCHD, JHML, COWZ, PULS 13F-HR 10/14/2022, 07:02 PM
Q2 2022 79 $243M +$37.9M -$2.8M +$35.1M NOBL, SCHD, JHML, COWZ, PULS 13F-HR 7/11/2022, 07:17 PM
Q1 2022 76 $246M +$50.5M -$33.4M +$17.1M NOBL, SCHD, JHML, COWZ, QGRO 13F-HR 4/14/2022, 04:36 PM
Q4 2021 70 $253M +$17.2M -$10.9M +$6.38M NOBL, JHML, QGRO, COWZ, PWB 13F-HR 1/19/2022, 03:49 PM
Q3 2021 71 $234M +$234M -$760M -$526M NOBL, JHML, PWB, QGRO, GSIE 13F-HR 10/14/2021, 10:02 AM
Q2 2021 41 $760M +$760M -$227M +$533M VTI, VWO, VGK, IEMG, ITOT 13F-HR 7/20/2021, 09:13 AM
Q1 2021 67 $227M +$13.8M -$325K +$13.5M NOBL, JHML, PWB, QGRO, QINT 13F-HR 5/10/2021, 07:19 AM
Q4 2020 58 $194M NOBL, JHML, PWB, QGRO, QINT 13F-HR 2/8/2021, 08:25 AM