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Disclosery

Finley Financial, LLC: IAGG position timeline

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

Finley Financial, LLC held 14,460 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,460 shares
    Change vs previous 13F -970 shares

    0.29% of the 13F portfolio, value $731,676.

    13F-HR 0002047823-26-000003 filed by Finley Financial, LLC
    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 15,430 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $772,117.

    13F-HR 0002047823-26-000002 filed by Finley Financial, LLC
    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 15,430 shares
    Change vs previous 13F -300 shares

    0.35% of the 13F portfolio, value $771,654.

    13F-HR 0002047823-26-000001 filed by Finley Financial, LLC
    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 15,730 shares
    Change vs previous 13F +700 shares

    0.37% of the 13F portfolio, value $805,848.

    13F-HR 0002047823-25-000006 filed by Finley Financial, LLC
    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 15,030 shares
    Change vs previous 13F +3,400 shares

    0.39% of the 13F portfolio, value $767,883.

    13F-HR 0002047823-25-000005 filed by Finley Financial, LLC
    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 11,630 shares
    Change vs previous 13F +100 shares

    0.33% of the 13F portfolio, value $589,874.

    13F-HR 0002047823-25-000002 filed by Finley Financial, LLC
    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 11,530 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $572,926.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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