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Anderson Financial Strategies, LLC: IAGG position timeline

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

Anderson Financial Strategies, LLC held 248,599 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,599 shares
    Change vs previous 13F +6,606 shares

    6.44% of the 13F portfolio, value $12,390,174.

    13F-HR 0002018166-26-000003 filed by Anderson Financial Strategies, 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 241,993 shares
    Change vs previous 13F +15,479 shares

    6.63% of the 13F portfolio, value $12,068,191.

    13F-HR 0002018166-26-000002 filed by Anderson Financial Strategies, 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 226,514 shares
    Change vs previous 13F -4,842 shares

    6.58% of the 13F portfolio, value $11,327,965.

    13F-HR 0002018166-26-000001 filed by Anderson Financial Strategies, 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 231,356 shares
    Change vs previous 13F +24,277 shares

    7.02% of the 13F portfolio, value $11,852,368.

    13F-HR 0002018166-25-000007 filed by Anderson Financial Strategies, 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 207,079 shares
    Change vs previous 13F -11,826 shares

    6.77% of the 13F portfolio, value $10,580,000.

    13F-HR 0002018166-25-000005 filed by Anderson Financial Strategies, 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 218,905 shares
    Change vs previous 13F +6,488 shares

    6.69% of the 13F portfolio, value $10,943,061.

    13F-HR 0002018166-25-000004 filed by Anderson Financial Strategies, 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 212,417 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $10,603,857.

    13F-HR 0002018166-25-000002 filed by Anderson Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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