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Disclosery

Boyd Wealth Management, LLC: IAGG position timeline

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

Boyd Wealth Management, LLC held 0 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -165,810 shares

    13F-HR 0001846114-26-000010 filed by Boyd Wealth Management, 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 165,810 shares
    Change vs previous 13F +15,090 shares

    3.51% of the 13F portfolio, value $8,297,146.

    13F-HR 0001846114-26-000009 filed by Boyd 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 ended2025-12-31
    13F 150,720 shares
    Change vs previous 13F +5,081 shares

    3.2% of the 13F portfolio, value $7,537,510.

    13F-HR 0001846114-26-000001 filed by Boyd 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 ended2025-09-30
    13F 145,639 shares
    Change vs previous 13F +7,182 shares

    3.21% of the 13F portfolio, value $7,461,095.

    13F-HR 0001846114-25-000002 filed by Boyd 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 ended2025-06-30
    13F 138,457 shares
    Change vs previous 13F +138,457 shares

    3.06% of the 13F portfolio, value $7,073,779.

    13F-HR 0001667731-25-000805 filed by Boyd 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -95,009 shares

    13F-HR 0001667731-25-000097 filed by Boyd Wealth Management, 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.

  7. period ended2024-09-30
    13F 95,009 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,923,360.

    13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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