Apex Wealth Management, LLC: IAGG position timeline

Apex Wealth Management, LLC held 9,004 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,004 shares

   Change vs previous 13F -20 shares

   0.28% of the 13F portfolio, value $455,602.

   13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,024 shares

   Change vs previous 13F -22,332 shares

   0.31% of the 13F portfolio, value $451,561.

   13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 31,356 shares

   Change vs previous 13F +855 shares

   1.6% of the 13F portfolio, value $1,575,012.

   13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 30,501 shares

   Change vs previous 13F +1,511 shares

   1.12% of the 13F portfolio, value $1,562,566.

   13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 28,990 shares

   Change vs previous 13F not available

   1.19% of the 13F portfolio, value $1,481,099.

   13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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