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COREPATH WEALTH PARTNERS LLC: IAGG position timeline

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

COREPATH WEALTH PARTNERS LLC held 48,961 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,961 shares
    Change vs previous 13F +2,585 shares

    1.52% of the 13F portfolio, value $2,438,732.

    13F-HR 0001951757-26-000975 filed by COREPATH 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 46,376 shares
    Change vs previous 13F +2,675 shares

    1.57% of the 13F portfolio, value $2,324,814.

    13F-HR 0001951757-26-000581 filed by COREPATH 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 43,701 shares
    Change vs previous 13F +2,249 shares

    1.47% of the 13F portfolio, value $2,197,306.

    13F-HR 0001951757-26-000152 filed by COREPATH 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 41,452 shares
    Change vs previous 13F +1,832 shares

    1.54% of the 13F portfolio, value $2,125,639.

    13F-HR 0001951757-25-001372 filed by COREPATH 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 39,620 shares
    Change vs previous 13F +2,342 shares

    1.71% of the 13F portfolio, value $2,024,166.

    13F-HR 0001951757-25-000577 filed by COREPATH 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 37,278 shares
    Change vs previous 13F +1,796 shares

    1.8% of the 13F portfolio, value $1,885,518.

    13F-HR 0001951757-25-000444 filed by COREPATH 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 35,482 shares
    Change vs previous 13F +2,865 shares

    1.71% of the 13F portfolio, value $1,753,517.

    13F-HR 0001951757-25-000060 filed by COREPATH 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 32,617 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,683,701.

    13F-HR 0001951757-24-001030 filed by COREPATH WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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