Keystone Financial Services: IAGG position timeline

Keystone Financial Services held 8,421 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,421 shares

   Change vs previous 13F -103,014 shares

   0.11% of the 13F portfolio, value $426,121.

   13F-HR 0001986152-26-000106 filed by Keystone Financial Services
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 111,435 shares

   Change vs previous 13F +12,466 shares

   1.64% of the 13F portfolio, value $5,576,195.

   13F-HR 0001986152-26-000061 filed by Keystone Financial Services
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 98,969 shares

   Change vs previous 13F +7,740 shares

   1.49% of the 13F portfolio, value $4,949,424.

   13F-HR 0001986152-26-000029 filed by Keystone Financial Services
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 91,229 shares

   Change vs previous 13F +3,232 shares

   1.45% of the 13F portfolio, value $4,673,679.

   13F-HR 0001986152-25-000108 filed by Keystone Financial Services
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 87,997 shares

   Change vs previous 13F not available

   1.53% of the 13F portfolio, value $4,495,785.

   13F-HR 0001865158-25-000004 filed by Keystone Financial Services
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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