Skip to content
Disclosery

Note Advisors, LLC: IAGG position timeline

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

Note Advisors, LLC held 19,332 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 19,332 shares
    Change vs previous 13F -601 shares

    0.42% of the 13F portfolio, value $978,199.

    13F-HR 0002056243-26-000003 filed by Note Advisors, 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 19,933 shares
    Change vs previous 13F +1,198 shares

    0.5% of the 13F portfolio, value $997,447.

    13F-HR 0002056243-26-000002 filed by Note Advisors, 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 18,735 shares
    Change vs previous 13F -2,026 shares

    0.48% of the 13F portfolio, value $939,935.

    13F-HR 0002056243-26-000001 filed by Note Advisors, 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 20,761 shares
    Change vs previous 13F +705 shares

    0.63% of the 13F portfolio, value $1,063,586.

    13F-HR 0002056243-25-000006 filed by Note Advisors, 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 20,056 shares
    Change vs previous 13F +1,923 shares

    0.71% of the 13F portfolio, value $1,024,661.

    13F-HR 0002056243-25-000003 filed by Note Advisors, 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 18,133 shares
    Change vs previous 13F +626 shares

    0.75% of the 13F portfolio, value $906,469.

    13F-HR 0002056243-25-000002 filed by Note Advisors, 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 17,507 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $873,949.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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