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Addison Advisors LLC: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Addison Advisors LLC on IAGG, newest first. How the timeline and the estimate are built.

Addison Advisors LLC held 35,546 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,546 shares
    Change vs previous 13F -12,549 shares

    0.85% of the 13F portfolio, value $1,798,628.

    13F-HR 0001843745-26-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,095 shares
    Change vs previous 13F +3,482 shares

    0.53% of the 13F portfolio, value $2,406,674.

    13F-HR 0001843745-26-000002 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,613 shares
    Change vs previous 13F +2,155 shares

    0.5% of the 13F portfolio, value $2,231,097.

    13F-HR 0001843745-26-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,458 shares
    Change vs previous 13F -265 shares

    0.5% of the 13F portfolio, value $2,175,124.

    13F-HR 0001843745-25-000007 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,723 shares
    Change vs previous 13F +6,215 shares

    0.54% of the 13F portfolio, value $2,182,719.

    13F-HR 0001843745-25-000006 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,508 shares
    Change vs previous 13F +4,844 shares

    0.5% of the 13F portfolio, value $1,825,035.

    13F-HR 0001843745-25-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,664 shares
    Change vs previous 13F -465 shares

    0.44% of the 13F portfolio, value $1,580,667.

    13F-HR 0001843745-25-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,129 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,664,925.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).