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AMERICAN FINANCIAL & TAX STRATEGIES INC: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMERICAN FINANCIAL & TAX STRATEGIES INC on IAGG, newest first. How the timeline and the estimate are built.

AMERICAN FINANCIAL & TAX STRATEGIES INC held 17,368 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,368 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $878,796.

    13F-HR 0000911927-26-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 17,368 shares
    Change vs previous 13F -188 shares

    0.42% of the 13F portfolio, value $869,070.

    13F-HR 0000911927-26-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 17,556 shares
    Change vs previous 13F +251 shares

    0.44% of the 13F portfolio, value $877,951.

    13F-HR 0000911927-26-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 17,305 shares
    Change vs previous 13F -1,171 shares

    0.44% of the 13F portfolio, value $886,510.

    13F-HR 0000911927-25-000006 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 18,476 shares
    Change vs previous 13F -1,811 shares

    0.49% of the 13F portfolio, value $943,913.

    13F-HR 0000911927-25-000003 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 20,287 shares
    Change vs previous 13F -12 shares

    0.55% of the 13F portfolio, value $1,014,122.

    13F-HR 0000911927-25-000002 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 20,299 shares
    Change vs previous 13F -925 shares

    0.53% of the 13F portfolio, value $1,013,301.

    13F-HR 0000911927-25-000001 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    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 21,224 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,099,802.

    13F-HR 0000911927-24-000007 filed by AMERICAN FINANCIAL & TAX STRATEGIES INC
    Filed (acceptance time not in the bulk data set), ingested

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