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Disclosery

Bear Mountain Capital, Inc.: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bear Mountain Capital, Inc. on IAGG, newest first. How the timeline and the estimate are built.

Bear Mountain Capital, Inc. held 23,312 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,312 shares
    Change vs previous 13F -84 shares

    0.34% of the 13F portfolio, value $1,163,502.

    13F-HR 0002009419-26-000006 filed by Bear Mountain Capital, 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 23,396 shares
    Change vs previous 13F -221 shares

    0.35% of the 13F portfolio, value $1,173,309.

    13F-HR 0002009419-26-000002 filed by Bear Mountain Capital, 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 23,617 shares
    Change vs previous 13F +8,460 shares

    0.38% of the 13F portfolio, value $1,186,754.

    13F-HR 0002009419-26-000001 filed by Bear Mountain Capital, 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 15,157 shares
    Change vs previous 13F -1,225 shares

    0.26% of the 13F portfolio, value $784,526.

    13F-HR 0002009419-25-000008 filed by Bear Mountain Capital, 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 16,382 shares
    Change vs previous 13F -2,131 shares

    0.3% of the 13F portfolio, value $834,335.

    13F-HR 0002009419-25-000006 filed by Bear Mountain Capital, 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 18,513 shares
    Change vs previous 13F -334 shares

    0.36% of the 13F portfolio, value $938,979.

    13F-HR 0002009419-25-000003 filed by Bear Mountain Capital, 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 18,847 shares
    Change vs previous 13F +7,698 shares

    0.37% of the 13F portfolio, value $940,088.

    13F-HR 0002009419-25-000001 filed by Bear Mountain Capital, 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 11,149 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $576,626.

    13F-HR 0002009419-24-000005 filed by Bear Mountain Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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