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Iams Wealth Management, LLCCoreConcentrated trader

CIK: 0001998182 | OMAHA, NE

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR184$341.9M2026-10-15SEC ↗
Q2 2026
13F-HR190$332.2M2026-07-16SEC ↗
Q1 2026
13F-HR186$286.9M2026-04-15SEC ↗
Q4 2025
13F-HR187$277.0M2026-01-26SEC ↗
Q3 2025
13F-HR184$249.3M2025-10-15SEC ↗
Q2 2025
13F-HR168$217.8M2025-07-14SEC ↗
Q1 2025
13F-HR157$218.3M2025-04-10SEC ↗
Q4 2024
13F-HR163$218.7M2025-01-23SEC ↗
Q3 2024
13F-HR145$203.7M2024-10-11SEC ↗
Q2 2024
13F-HR139$182.6M2024-08-05SEC ↗
Q1 2024
13F-HR114$163.6M2024-04-18SEC ↗
Q4 2023
13F-HR108$154.6M2024-02-07SEC ↗
Q3 2023
13F-HR112$144.5M2023-11-15SEC ↗
Q2 2023
13F-HR127$274.3M2023-10-30SEC ↗
Q1 2023
13F-HR102$120.3M2023-10-30SEC ↗
Q4 2022
13F-HR96$98.3M2023-10-27SEC ↗