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Horizons Wealth Management: IAGG position timeline

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

Horizons Wealth Management held 35,339 IAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,339 shares
    Change vs previous 13F +1,689 shares

    1.1% of the 13F portfolio, value $1,738,679.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 33,650 shares
    Change vs previous 13F +3,231 shares

    1.12% of the 13F portfolio, value $1,683,846.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth Management
    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 30,419 shares
    Change vs previous 13F +4,279 shares

    1.01% of the 13F portfolio, value $1,521,254.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth Management
    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 26,140 shares
    Change vs previous 13F +3,345 shares

    0.92% of the 13F portfolio, value $1,339,152.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth Management
    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 22,795 shares
    Change vs previous 13F -799 shares

    0.84% of the 13F portfolio, value $1,164,597.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth Management
    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 23,594 shares
    Change vs previous 13F +94 shares

    0.89% of the 13F portfolio, value $1,179,464.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth Management
    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 23,500 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,173,120.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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