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Financial Planning Navigators CORP: IAGG position timeline

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

Financial Planning Navigators CORP held 20,566 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,566 shares
    Change vs previous 13F +2,173 shares

    0.39% of the 13F portfolio, value $1,040,660.

    13F-HR 0002102043-26-000004 filed by Financial Planning Navigators CORP
    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 18,393 shares
    Change vs previous 13F +6,521 shares

    0.4% of the 13F portfolio, value $920,367.

    13F-HR 0002102043-26-000002 filed by Financial Planning Navigators CORP
    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 11,872 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $593,700.

    13F-HR 0002102043-26-000001 filed by Financial Planning Navigators CORP
    Filed (acceptance time not in the bulk data set), ingested

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