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PENOBSCOT WEALTH MANAGEMENT: IAGG position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 402,313 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,313 shares
    Change vs previous 13F +96,578 shares

    5.45% of the 13F portfolio, value $20,357,062.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 305,735 shares
    Change vs previous 13F +15,474 shares

    4.52% of the 13F portfolio, value $15,298,986.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 290,261 shares
    Change vs previous 13F +17,220 shares

    4.49% of the 13F portfolio, value $14,515,934.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 273,041 shares
    Change vs previous 13F +29,094 shares

    4.49% of the 13F portfolio, value $13,987,915.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 243,947 shares
    Change vs previous 13F +17,911 shares

    4.46% of the 13F portfolio, value $12,463,236.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 226,036 shares
    Change vs previous 13F +18,983 shares

    4.75% of the 13F portfolio, value $11,299,553.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 207,053 shares
    Change vs previous 13F +17,462 shares

    4.76% of the 13F portfolio, value $10,336,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 189,591 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $9,825,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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