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Disclosery

N.E.W. Advisory Services LLC: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on IAGG, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 1,307,184 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 1,307,184 shares
    Change vs previous 13F +96,775 shares

    4.42% of the 13F portfolio, value $66,143,496.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 1,210,409 shares
    Change vs previous 13F +1,574 shares

    4.53% of the 13F portfolio, value $60,568,872.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 1,208,835 shares
    Change vs previous 13F +74,129 shares

    4.47% of the 13F portfolio, value $60,453,847.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 1,134,706 shares
    Change vs previous 13F +73,430 shares

    5.19% of the 13F portfolio, value $58,130,997.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 1,061,276 shares
    Change vs previous 13F -50,586 shares

    5.26% of the 13F portfolio, value $54,220,573.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 1,111,862 shares
    Change vs previous 13F +85,926 shares

    4.25% of the 13F portfolio, value $55,581,964.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 1,025,936 shares
    Change vs previous 13F +26,019 shares

    4.86% of the 13F portfolio, value $51,214,705.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 999,917 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $51,815,722.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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