SEC 13F Intelligence

Iams Wealth Management, LLC / GOOG

Iams Wealth Management, LLC’s Alphabet Inc Position

Does Iams Wealth Management, LLC own Alphabet Inc (GOOG)? Yes10.5K shares worth $4M (+1.11% of its 13F portfolio) as of Q2 2026, up from 9.5K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
10.5K
% of Portfolio
+1.11%
Quarters Held
12
currently held

Position History GOOG

Reported value by quarter
Q3 ’23: $457,256Q3 ’23Q4 ’23: $290,034Q1 ’24: $334,092Q1 ’24Q2 ’24: $3MQ3 ’24: $791,143Q3 ’24Q4 ’24: $823,653Q1 ’25: $823,020Q1 ’25Q2 ’25: $956,521Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $3MQ1 ’26Q2 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202610.5K$4M+1.11%
Q1 20269.5K$3M+0.95%
Q4 20257.9K$2M+0.89%
Q3 20257.7K$2M+0.75%
Q2 20255.4K$956,521+0.44%
Q1 20255.3K$823,020+0.38%
Q4 20244.3K$823,653+0.38%
Q3 20244.7K$791,143+0.39%
Q2 202414.3K$3M+1.43%
Q1 20242.4K$334,092+0.20%
Q4 20232.1K$290,034+0.19%
Q3 20233.5K$457,256+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Iams Wealth Management, LLC’s full portfolio or all institutional holders of GOOG.