Position in RF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$735,430
+$247,222 QoQ
Shares Held
24,352
+30.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#536
of 1,095 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $4,724,800 across 4 Banks - Regional names. RF ranks #3 (15.6% of the industry book) .
All Filings in RF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,430 | 24,352 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $488,208 | 18,691 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $402,082 | 14,837 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $325,458 | 12,342 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $267,257 | 11,363 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||