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Boston Standard Wealth Management, LLC: IAGG position timeline

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

Boston Standard Wealth Management, LLC held 548,060 IAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 548,060 shares
    Change vs previous 13F -301,208 shares

    3.87% of the 13F portfolio, value $26,964,590.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 849,268 shares
    Change vs previous 13F +36,210 shares

    6.19% of the 13F portfolio, value $42,637,479.

    13F-HR 0001630939-26-000006 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 813,058 shares
    Change vs previous 13F +25,896 shares

    6.64% of the 13F portfolio, value $40,538,987.

    13F-HR 0001630939-26-000004 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 787,162 shares
    Change vs previous 13F +48,605 shares

    6.5% of the 13F portfolio, value $39,365,967.

    13F-HR 0001630939-26-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 738,557 shares
    Change vs previous 13F +23,889 shares

    6.36% of the 13F portfolio, value $37,836,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 714,668 shares
    Change vs previous 13F +120,106 shares

    6.58% of the 13F portfolio, value $36,512,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 594,562 shares
    Change vs previous 13F -95,776 shares

    6.52% of the 13F portfolio, value $29,680,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 690,338 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $34,462,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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