Skip to content
Disclosery

Partners in Financial Planning: IAGG position timeline

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

Partners in Financial Planning held 65,618 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,618 shares
    Change vs previous 13F +3,617 shares

    0.5% of the 13F portfolio, value $3,320,256.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 62,001 shares
    Change vs previous 13F +2,562 shares

    0.51% of the 13F portfolio, value $3,102,513.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 59,439 shares
    Change vs previous 13F +1,096 shares

    0.5% of the 13F portfolio, value $2,972,563.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 58,343 shares
    Change vs previous 13F +778 shares

    0.52% of the 13F portfolio, value $2,988,887.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 57,565 shares
    Change vs previous 13F -1,793 shares

    0.54% of the 13F portfolio, value $2,940,971.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 59,358 shares
    Change vs previous 13F +5,778 shares

    0.6% of the 13F portfolio, value $2,967,314.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 53,580 shares
    Change vs previous 13F +5,566 shares

    0.55% of the 13F portfolio, value $2,674,721.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 48,014 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,488,078.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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