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Richard W. Paul & Associates, LLC: IAGG position timeline

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

Richard W. Paul & Associates, LLC held 55,552 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 55,552 shares
    Change vs previous 13F +729 shares

    0.86% of the 13F portfolio, value $2,810,914.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 54,823 shares
    Change vs previous 13F +7,084 shares

    0.92% of the 13F portfolio, value $2,743,365.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 47,739 shares
    Change vs previous 13F +4,754 shares

    0.79% of the 13F portfolio, value $2,387,416.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 42,985 shares
    Change vs previous 13F +96 shares

    0.75% of the 13F portfolio, value $2,202,098.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 42,889 shares
    Change vs previous 13F -470 shares

    0.79% of the 13F portfolio, value $2,191,175.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 43,359 shares
    Change vs previous 13F +3,858 shares

    0.85% of the 13F portfolio, value $2,167,493.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 39,501 shares
    Change vs previous 13F +289 shares

    0.72% of the 13F portfolio, value $1,971,867.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 39,212 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,031,987.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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