IAM Advisory, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Easton, PA
CIK
0001825292
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 94 286,304 13F-HR 10/10/2023 000195175723000527 IAM Advisory, LLC
Q2 2023 92 293,146 13F-HR 7/13/2023 000195175723000339 IAM Advisory, LLC
Q1 2023 90 289,467 13F-HR 4/10/2023 000195175723000139 IAM Advisory, LLC
Q4 2022 83 272,079 13F-HR 1/17/2023 000195175723000010 IAM Advisory, LLC
Q3 2022 78 236,667 13F-HR 10/17/2022 000182529222000006 IAM Advisory, LLC
Q2 2022 79 243,404 13F-HR 7/11/2022 000182529222000005 IAM Advisory, LLC
Q1 2022 76 246,194 13F-HR 4/14/2022 000182529222000004 IAM Advisory, LLC
Q4 2021 71 252,864 13F-HR 1/19/2022 000182529222000003 IAM Advisory, LLC
Q3 2021 72 235,591 13F-HR 10/14/2021 000182529221000005 IAM Advisory, LLC
Q2 2021 42 759,940 13F-HR 7/20/2021 000182529221000004 IAM Advisory, LLC
Q1 2021 68 229,325 13F-HR 5/10/2021 000182529221000003 IAM Advisory, LLC
Q4 2020 63 199,062 13F-HR 2/8/2021 000182529221000001 IAM Advisory, LLC