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Advus Financial Partners, LLC: IAGG position timeline

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

Advus Financial Partners, LLC held 82,278 IAGG shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 82,278 shares
    Change vs previous 13F +7,949 shares

    1.19% of the 13F portfolio, value $4,163,267.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 74,329 shares
    Change vs previous 13F +4,220 shares

    1.41% of the 13F portfolio, value $3,719,423.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 70,109 shares
    Change vs previous 13F +3,572 shares

    1.26% of the 13F portfolio, value $3,506,151.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 66,537 shares
    Change vs previous 13F +34,665 shares

    1.26% of the 13F portfolio, value $3,408,691.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 31,872 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,628,340.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested