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Disclosery

BFSG, LLC: IAGG position timeline

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

BFSG, LLC held 38,442 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 38,442 shares
    Change vs previous 13F +607 shares

    0.17% of the 13F portfolio, value $1,945,166.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 37,835 shares
    Change vs previous 13F +5,118 shares

    0.18% of the 13F portfolio, value $1,893,264.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 32,717 shares
    Change vs previous 13F +1,600 shares

    0.16% of the 13F portfolio, value $1,636,178.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 31,117 shares
    Change vs previous 13F +282 shares

    0.15% of the 13F portfolio, value $1,594,124.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 30,835 shares
    Change vs previous 13F -1,490 shares

    0.18% of the 13F portfolio, value $1,575,361.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 32,325 shares
    Change vs previous 13F -1,040 shares

    0.2% of the 13F portfolio, value $1,615,927.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 33,365 shares
    Change vs previous 13F +45 shares

    0.19% of the 13F portfolio, value $1,665,581.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 33,320 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,726,643.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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