Position in PPL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$216,755
-$10,000 QoQ
Shares Held
5,963
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#732
of 1,039 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IAM Advisory, LLC holds $216,755 across 1 Utilities - Regulated Electric name. PPL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
This page
|
5,963 | $216,755 |
All Filings in PPL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,755 | 5,963 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $226,755 | 5,936 | Shares | Sole | 2026-04-10 | |
| 2025-09-30 | $208,430 | 5,609 | Shares | Sole | 2025-10-20 | |
| 2020-12-31 | $210,766 | 7,474 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||