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Forum Private Client Group LLC: IAGG position timeline

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

Forum Private Client Group LLC held 185,890 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,890 shares
    Change vs previous 13F +12,179 shares

    2.8% of the 13F portfolio, value $9,406,032.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 173,711 shares
    Change vs previous 13F +8,192 shares

    2.9% of the 13F portfolio, value $8,695,626.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 165,519 shares
    Change vs previous 13F +9,472 shares

    2.82% of the 13F portfolio, value $8,277,589.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 156,047 shares
    Change vs previous 13F -712 shares

    2.85% of the 13F portfolio, value $7,994,280.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 156,759 shares
    Change vs previous 13F +1,662 shares

    3.09% of the 13F portfolio, value $8,008,792.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 155,097 shares
    Change vs previous 13F -23,276 shares

    3.37% of the 13F portfolio, value $7,753,301.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 178,373 shares
    Change vs previous 13F -45,590 shares

    3.96% of the 13F portfolio, value $8,904,382.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 223,963 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $11,605,784.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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