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Disclosery

Exchange Bank: IAGG position timeline

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

Exchange Bank held 37,288 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 37,288 shares
    Change vs previous 13F +2,802 shares

    1.14% of the 13F portfolio, value $1,834,569.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,486 shares
    Change vs previous 13F +6,040 shares

    1.09% of the 13F portfolio, value $1,744,990.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    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 28,446 shares
    Change vs previous 13F +4,080 shares

    0.99% of the 13F portfolio, value $1,423,436.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    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 24,366 shares
    Change vs previous 13F -677 shares

    0.84% of the 13F portfolio, value $1,218,541.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    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 25,043 shares
    Change vs previous 13F +2,451 shares

    0.89% of the 13F portfolio, value $1,282,951.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    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 22,592 shares
    Change vs previous 13F -529 shares

    0.91% of the 13F portfolio, value $1,154,224.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    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 23,121 shares
    Change vs previous 13F -786 shares

    0.93% of the 13F portfolio, value $1,155,822.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    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 23,907 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,193,437.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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