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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: IAGG position timeline

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

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 23,356 IAGG shares at 2024-06-30 per its 13F-HR filed 2024-07-05.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 23,356 shares
    Change vs previous 13F -438 shares

    0.18% of the 13F portfolio, value $1,165,932.

    13F-HR 0001104659-24-078011 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2024-03-31
    13F 23,794 shares
    Change vs previous 13F -5,302 shares

    0.19% of the 13F portfolio, value $1,188,506.

    13F-HR 0001104659-24-058497 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-12-31
    13F 29,096 shares
    Change vs previous 13F +848 shares

    0.24% of the 13F portfolio, value $1,448,967.

    13F-HR 0001104659-24-010973 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-09-30
    13F 28,248 shares
    Change vs previous 13F +135 shares

    0.23% of the 13F portfolio, value $1,377,938.

    13F-HR 0001104659-23-117013 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-06-30
    13F 28,113 shares
    Change vs previous 13F -1,793 shares

    0.23% of the 13F portfolio, value $1,385,690.

    13F-HR 0001104659-23-089103 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-03-31
    13F 29,906 shares
    Change vs previous 13F +13,135 shares

    0.24% of the 13F portfolio, value $1,463,920.

    13F-HR 0001104659-23-057328 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2022-12-31
    13F 16,771 shares
    Change vs previous 13F -445 shares

    0.13% of the 13F portfolio, value $797,461.

    13F-HR 0001104659-23-014516 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2022-09-30
    13F 17,216 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $832,000.

    13F-HR 0001104659-22-115173 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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