FRBA — FIRST BK WILLIAMSTOWN NEW JERS COM

Ownership history in IAM Advisory, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in FIRST BK WILLIAMSTOWN NEW JERS COM (FRBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.04% (2022 Q3)
Avg. % of fund
0.65%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 83,655 +329 +0.4% 0.31% $1.4M $16.37
2025 Q3 ADDED 83,326 +312 +0.4% 0.31% $1.4M $16.14
2025 Q2 ADDED 83,014 +337 +0.4% 0.31% $1.3M $15.27
2025 Q1 REDUCED 82,677 -105,521 -56.1% 0.32% $1.2M $14.56
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FRBA price (monthly, adj. close)

Other funds also holding FRBA

As of 2025 Q4 — sorted by position size

PL Capital Advisors, LLC 3Y 7Y 2.48% Petiole USA ltd 3Y 1.65% Minerva Advisors LLC 3Y 7Y 0.45% PFS Partners, LLC 0.23% ROYCE & ASSOCIATES LP 3Y 7Y 0.09% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.07% CSM Advisors, LLC 3Y 0.06% PRINCETON CAPITAL MANAGEMENT LLC 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.03%
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