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Modern Wealth Management, LLC: IAGG position timeline

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

Modern Wealth Management, LLC held 210,560 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,560 shares
    Change vs previous 13F -230,437 shares

    0.13% of the 13F portfolio, value $10,654,326.

    13F-HR 0002001900-26-000007 filed by Modern 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 440,997 shares
    Change vs previous 13F +31,382 shares

    0.38% of the 13F portfolio, value $21,988,087.

    13F-HR 0002001900-26-000006 filed by Modern 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 409,615 shares
    Change vs previous 13F -58,319 shares

    0.37% of the 13F portfolio, value $20,484,854.

    13F-HR 0002001900-26-000001 filed by Modern 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 467,934 shares
    Change vs previous 13F +222,153 shares

    0.47% of the 13F portfolio, value $23,972,253.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 245,781 shares
    Change vs previous 13F +103,727 shares

    0.31% of the 13F portfolio, value $12,556,956.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 142,054 shares
    Change vs previous 13F -50,952 shares

    0.23% of the 13F portfolio, value $7,101,256.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 193,006 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,634,868.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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