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JGP Wealth Management, LLC: IAGG position timeline

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

JGP Wealth Management, LLC held 80,494 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,494 shares
    Change vs previous 13F +991 shares

    0.37% of the 13F portfolio, value $4,073,008.

    13F-HR 0001748278-26-000004 filed by JGP 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 79,503 shares
    Change vs previous 13F +2,583 shares

    0.41% of the 13F portfolio, value $3,978,350.

    13F-HR 0001748278-26-000003 filed by JGP 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 76,920 shares
    Change vs previous 13F +6,790 shares

    0.4% of the 13F portfolio, value $3,846,779.

    13F-HR 0001748278-26-000002 filed by JGP 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 70,130 shares
    Change vs previous 13F +658 shares

    0.4% of the 13F portfolio, value $3,599,054.

    13F-HR 0001748278-25-000004 filed by JGP 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 69,472 shares
    Change vs previous 13F +1,627 shares

    0.43% of the 13F portfolio, value $3,549,307.

    13F-HR 0001085146-25-004190 filed by JGP 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 67,845 shares
    Change vs previous 13F +8,871 shares

    0.45% of the 13F portfolio, value $3,391,579.

    13F-HR 0001085146-25-001945 filed by JGP 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 58,974 shares
    Change vs previous 13F +2,838 shares

    0.38% of the 13F portfolio, value $2,943,977.

    13F-HR 0001085146-25-000202 filed by JGP 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 56,136 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,908,944.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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