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Hershey Financial Advisers, LLC: IAGG position timeline

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

Hershey Financial Advisers, LLC held 18,225 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 18,225 shares
    Change vs previous 13F +2,880 shares

    0.66% of the 13F portfolio, value $922,185.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 15,345 shares
    Change vs previous 13F +3,351 shares

    0.66% of the 13F portfolio, value $767,864.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 11,994 shares
    Change vs previous 13F +520 shares

    0.51% of the 13F portfolio, value $599,820.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 11,474 shares
    Change vs previous 13F +1,580 shares

    0.5% of the 13F portfolio, value $587,813.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 9,894 shares
    Change vs previous 13F -721 shares

    0.45% of the 13F portfolio, value $505,484.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,615 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $529,901.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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