IAM Advisory, LLC
All 13F Filings
- Location
- Easton, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 513,234
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 107 | 513,234 | 13F-HR | IAM Advisory, LLC |
| Q1 2026 | 4/10/2026 | 95 | 446,322 | 13F-HR | IAM Advisory, LLC |
| Q4 2025 | 1/7/2026 | 104 | 450,025 | 13F-HR | IAM Advisory, LLC |
| Q3 2025 | 10/20/2025 | 102 | 444,696 | 13F-HR | IAM Advisory, LLC |
| Q2 2025 | 7/8/2025 | 97 | 416,590 | 13F-HR | IAM Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 251.4 K | 49.0% | 36.88 K | 0 | 36.88 K |
| ETFs | 261.9 K | 51.0% | 30.04 K | 0 | 30.04 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
513,234
Holdings
107
QoQ value change ($000)
66,912
(15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.