IAM Advisory, LLC
IAM Advisory, LLC reported 107 positions worth $513.2M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: CGDV (14.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $72.1M | 14.06% | 1,463,839 | — | — | |
| ▸ 2 | DGRW | SH | $63.9M | 12.46% | 668,549 | — | — | |
| ▸ 3 | NOBL | SH | $43.6M | 8.49% | 775,768 | — | — | |
| ▸ 4 | AVDE | SH | $35.5M | 6.92% | 398,427 | — | — | |
| ▸ 5 | CGGR | SH | $29.2M | 5.68% | 617,766 | — | — | |
| ▸ 6 | CGCP | SH | $29.0M | 5.65% | 1,300,230 | — | — | |
| ▸ 7 | QGRO | SH | $15.7M | 3.05% | 132,680 | — | — | |
| ▸ 8 | SMH | SH | $15.5M | 3.01% | 23,557 | — | — | |
| ▸ 9 | CGSD | SH | $14.9M | 2.91% | 579,852 | — | — | |
| ▸ 10 | JHML | SH | $14.3M | 2.79% | 160,632 | — | — |
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Frequently Asked Questions
What stocks does IAM Advisory, LLC hold as of Q2 2026?
IAM Advisory, LLC reported 107 positions worth $513.2M in its Q2 2026 13F filing. Largest positions: CGDV (14.1%), DGRW (12.5%), NOBL (8.5%), AVDE (6.9%) and CGGR (5.7%).
What did IAM Advisory, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did IAM Advisory, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.