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BCU Wealth Advisors, LLC: IAGG position timeline

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

BCU Wealth Advisors, LLC held 0 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -23,614 shares

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 23,614 shares
    Change vs previous 13F +1,270 shares

    0.44% of the 13F portfolio, value $1,181,641.

    13F-HR 0002085853-26-000432 filed by BCU 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 ended2025-12-31
    13F 22,344 shares
    Change vs previous 13F +632 shares

    0.43% of the 13F portfolio, value $1,117,420.

    13F-HR 0002085853-26-000157 filed by BCU 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 21,712 shares
    Change vs previous 13F +2,379 shares

    0.45% of the 13F portfolio, value $1,112,306.

    13F-HR 0002085853-25-000102 filed by BCU 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 19,333 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $987,723.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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