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DHJJ Financial Advisors, Ltd.: IAUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on IAUG, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 6,225 IAUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,225 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $187,814.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 6,225 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $178,374.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 6,225 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $177,164.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 6,225 shares
    Change vs previous 13F +3,834 shares

    0.06% of the 13F portfolio, value $173,506.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 2,391 shares
    Change vs previous 13F -80 shares

    0.02% of the 13F portfolio, value $65,793.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 2,471 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $62,649.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 2,471 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $59,849.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 2,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $59,604.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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