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Mason & Associates, LLC: IAGG position timeline

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

Mason & Associates, LLC held 373,233 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,233 shares
    Change vs previous 13F +6,549 shares

    3.93% of the 13F portfolio, value $18,885,590.

    13F-HR 0001754960-26-000510 filed by Mason & Associates, 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 366,684 shares
    Change vs previous 13F +15,878 shares

    4.2% of the 13F portfolio, value $18,348,867.

    13F-HR 0001754960-26-000303 filed by Mason & Associates, 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 350,806 shares
    Change vs previous 13F +51,263 shares

    3.99% of the 13F portfolio, value $17,543,808.

    13F-HR 0001754960-26-000098 filed by Mason & Associates, 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 299,543 shares
    Change vs previous 13F 0 shares

    3.84% of the 13F portfolio, value $15,303,652.

    13F-HR 0001754960-25-000746 filed by Mason & Associates, 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 299,543 shares
    Change vs previous 13F -16,824 shares

    3.84% of the 13F portfolio, value $15,303,652.

    13F-HR 0001754960-25-000508 filed by Mason & Associates, 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 316,367 shares
    Change vs previous 13F +13,542 shares

    4.56% of the 13F portfolio, value $15,815,186.

    13F-HR 0001754960-25-000175 filed by Mason & Associates, 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 302,825 shares
    Change vs previous 13F +11,275 shares

    4.52% of the 13F portfolio, value $15,117,024.

    13F-HR 0001754960-25-000031 filed by Mason & Associates, 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 291,550 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $15,108,121.

    13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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