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Factor Wealth Management LTD: IAGG position timeline

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

Factor Wealth Management LTD held 75,785 IAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 75,785 shares
    Change vs previous 13F +28,596 shares

    0.57% of the 13F portfolio, value $3,728,615.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,189 shares
    Change vs previous 13F +7,545 shares

    0.36% of the 13F portfolio, value $2,387,776.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 39,644 shares
    Change vs previous 13F +1,818 shares

    0.37% of the 13F portfolio, value $1,983,786.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,826 shares
    Change vs previous 13F +14,001 shares

    0.41% of the 13F portfolio, value $1,891,695.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,825 shares
    Change vs previous 13F +3,752 shares

    0.31% of the 13F portfolio, value $1,220,565.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,073 shares
    Change vs previous 13F +39 shares

    0.28% of the 13F portfolio, value $1,025,527.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 20,034 shares
    Change vs previous 13F +3,565 shares

    0.31% of the 13F portfolio, value $1,001,497.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,469 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $822,155.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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