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Financial Advocates Investment Management: IAGG position timeline

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

Financial Advocates Investment Management held 17,430 IAGG shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,430 shares
    Change vs previous 13F -7,576 shares

    0.5% of the 13F portfolio, value $892,939.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 25,006 shares
    Change vs previous 13F +16,712 shares

    0.1% of the 13F portfolio, value $1,277,555.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,294 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $414,614.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,261 shares
    Change vs previous 13F +318 shares

    0.02% of the 13F portfolio, value $412,387.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,943 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $411,602.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,943 shares
    Change vs previous 13F +315 shares

    0.02% of the 13F portfolio, value $396,511.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,628 shares
    Change vs previous 13F -773 shares

    0.02% of the 13F portfolio, value $381,015.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,401 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $418,366.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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