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.
| 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 |
| 2024 Q4 | ADDED | 188,198 | +768 | +0.4% | 0.67% | $2.6M | $13.78 |
| 2024 Q3 | ADDED | 187,430 | +748 | +0.4% | 0.72% | $2.8M | $14.82 |
| 2024 Q2 | ADDED | 186,682 | +882 | +0.5% | 0.64% | $2.4M | $12.37 |
| 2024 Q1 | ADDED | 185,800 | +814 | +0.4% | 0.70% | $2.6M | $13.28 |
| 2023 Q4 | ADDED | 184,986 | +896 | +0.5% | 0.85% | $2.7M | $14.14 |
| 2023 Q3 | ADDED | 184,090 | +948 | +0.5% | 0.69% | $2.0M | $10.32 |
As of 2025 Q4 — sorted by position size