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Beacon Bridge Wealth Partners, LLC: IAGG position timeline

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

Beacon Bridge Wealth Partners, LLC held 100,772 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,772 shares
    Change vs previous 13F +6,945 shares

    1.45% of the 13F portfolio, value $5,099,064.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge Wealth Partners, 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 93,827 shares
    Change vs previous 13F +1,177 shares

    1.57% of the 13F portfolio, value $4,695,114.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge Wealth Partners, 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 92,650 shares
    Change vs previous 13F +6,511 shares

    1.54% of the 13F portfolio, value $4,633,410.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth Partners, 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 86,139 shares
    Change vs previous 13F +2,749 shares

    1.57% of the 13F portfolio, value $4,412,901.

    13F-HR 0001765380-25-000438 filed by Beacon Bridge Wealth Partners, 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 83,390 shares
    Change vs previous 13F +38,383 shares

    1.69% of the 13F portfolio, value $4,260,395.

    13F-HR 0001765380-25-000264 filed by Beacon Bridge Wealth Partners, 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 45,007 shares
    Change vs previous 13F +1,191 shares

    0.96% of the 13F portfolio, value $2,249,900.

    13F-HR 0001765380-25-000186 filed by Beacon Bridge Wealth Partners, 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 43,816 shares
    Change vs previous 13F +2,028 shares

    0.93% of the 13F portfolio, value $2,187,295.

    13F-HR 0001765380-25-000037 filed by Beacon Bridge Wealth Partners, LLC
    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 41,788 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,165,454.

    13F-HR 0001765380-24-000431 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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