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GeoWealth Management, LLC: IAGG position timeline

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

GeoWealth Management, LLC held 1,063,816 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,063,816 shares
    Change vs previous 13F +22,367 shares

    1.69% of the 13F portfolio, value $53,829,015.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 1,041,449 shares
    Change vs previous 13F +30,718 shares

    1.88% of the 13F portfolio, value $52,114,061.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 1,010,731 shares
    Change vs previous 13F +17,401 shares

    1.86% of the 13F portfolio, value $50,546,686.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 993,330 shares
    Change vs previous 13F -40,322 shares

    1.86% of the 13F portfolio, value $50,888,336.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 1,033,652 shares
    Change vs previous 13F +67,382 shares

    2.06% of the 13F portfolio, value $52,809,280.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 966,270 shares
    Change vs previous 13F -157,010 shares

    1.94% of the 13F portfolio, value $48,303,904.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 1,123,280 shares
    Change vs previous 13F +131,047 shares

    1.83% of the 13F portfolio, value $56,074,172.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 992,233 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $51,417,624.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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