Skip to content
Disclosery

Hoxton Planning & Management, LLC: IAGG position timeline

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

Hoxton Planning & Management, LLC held 6,994 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,994 shares
    Change vs previous 13F -37,060 shares

    0.09% of the 13F portfolio, value $353,888.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 44,054 shares
    Change vs previous 13F +6,981 shares

    0.66% of the 13F portfolio, value $2,204,475.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 37,073 shares
    Change vs previous 13F -5,533 shares

    0.55% of the 13F portfolio, value $1,854,043.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 42,606 shares
    Change vs previous 13F +4,572 shares

    0.7% of the 13F portfolio, value $2,182,705.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 38,034 shares
    Change vs previous 13F +32,571 shares

    0.67% of the 13F portfolio, value $1,943,157.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 5,463 shares
    Change vs previous 13F -259 shares

    0.1% of the 13F portfolio, value $273,095.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 5,722 shares
    Change vs previous 13F +476 shares

    0.11% of the 13F portfolio, value $285,642.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 5,246 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $271,848.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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