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Disclosery

KWB Wealth: IAGG position timeline

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

KWB Wealth held 196,675 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,675 shares
    Change vs previous 13F +23,662 shares

    0.85% of the 13F portfolio, value $9,951,763.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 173,013 shares
    Change vs previous 13F -3,531 shares

    0.86% of the 13F portfolio, value $8,652,381.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 176,544 shares
    Change vs previous 13F +25,083 shares

    0.84% of the 13F portfolio, value $8,828,969.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 151,461 shares
    Change vs previous 13F +101,825 shares

    0.86% of the 13F portfolio, value $7,738,162.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 49,636 shares
    Change vs previous 13F -136 shares

    0.3% of the 13F portfolio, value $2,481,327.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 49,772 shares
    Change vs previous 13F -1,793 shares

    0.3% of the 13F portfolio, value $2,484,616.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 51,565 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,672,098.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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