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Disclosery

&PARTNERS: IAGG position timeline

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

&PARTNERS held 91,570 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 91,570 shares
    Change vs previous 13F -53,610 shares

    0.02% of the 13F portfolio, value $4,633,644.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 145,180 shares
    Change vs previous 13F +29,376 shares

    0.04% of the 13F portfolio, value $7,263,010.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 115,804 shares
    Change vs previous 13F +22,467 shares

    0.03% of the 13F portfolio, value $5,807,028.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 93,337 shares
    Change vs previous 13F +17,791 shares

    0.03% of the 13F portfolio, value $4,805,424.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 75,546 shares
    Change vs previous 13F +48,211 shares

    0.03% of the 13F portfolio, value $3,871,023.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 27,335 shares
    Change vs previous 13F +3,524 shares

    0.01% of the 13F portfolio, value $1,366,188.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 23,811 shares
    Change vs previous 13F +19,896 shares

    0.01% of the 13F portfolio, value $1,189,818.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 3,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,877.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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