Skip to content
Disclosery

Aletheian Wealth Advisors LLC: IAGG position timeline

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

Aletheian Wealth Advisors LLC held 119,293 IAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 119,293 shares
    Change vs previous 13F +20,523 shares

    2.36% of the 13F portfolio, value $5,869,203.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 98,770 shares
    Change vs previous 13F +6,345 shares

    2.13% of the 13F portfolio, value $4,997,749.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth 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 ended2026-03-31
    13F 92,425 shares
    Change vs previous 13F +7,511 shares

    2.25% of the 13F portfolio, value $4,624,934.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth 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 84,914 shares
    Change vs previous 13F +16,668 shares

    2.02% of the 13F portfolio, value $4,350,144.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth 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 68,246 shares
    Change vs previous 13F +15,611 shares

    1.72% of the 13F portfolio, value $3,486,688.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth 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 52,635 shares
    Change vs previous 13F +9,532 shares

    1.48% of the 13F portfolio, value $2,631,224.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth 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 43,103 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,151,702.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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