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GRAND WEALTH MANAGEMENT, LLC: IAGG position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 11,898 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,898 shares
    Change vs previous 13F -602 shares

    0.25% of the 13F portfolio, value $602,039.

    13F-HR 0001398344-26-014017 filed by GRAND WEALTH 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 12,500 shares
    Change vs previous 13F -4,405 shares

    0.29% of the 13F portfolio, value $625,500.

    13F-HR 0001398344-26-008767 filed by GRAND WEALTH 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 16,905 shares
    Change vs previous 13F +10 shares

    0.38% of the 13F portfolio, value $845,419.

    13F-HR 0001398344-26-001219 filed by GRAND WEALTH 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 16,895 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $865,531.

    13F-HR 0001398344-25-020083 filed by GRAND WEALTH 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 16,895 shares
    Change vs previous 13F -3,650 shares

    0.44% of the 13F portfolio, value $863,166.

    13F-HR 0001398344-25-013672 filed by GRAND WEALTH 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 20,545 shares
    Change vs previous 13F -53,015 shares

    0.56% of the 13F portfolio, value $1,027,045.

    13F-HR 0001398344-25-008796 filed by GRAND WEALTH 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 73,560 shares
    Change vs previous 13F -14,401 shares

    2.05% of the 13F portfolio, value $3,672,115.

    13F-HR 0001398344-25-002571 filed by GRAND WEALTH 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 87,961 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $4,558,139.

    13F-HR 0001398344-24-019887 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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