M Wealth Management, LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,289,938 | 76,528 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $2,946,328 | 76,528 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $2,524,658 | 76,528 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $2,385,377 | 76,528 | Shares | Sole | 2025-05-15 |