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SAGE RHINO CAPITAL LLC: IAGG position timeline

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

SAGE RHINO CAPITAL LLC held 61,809 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,809 shares
    Change vs previous 13F +9,479 shares

    0.51% of the 13F portfolio, value $3,127,531.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 52,330 shares
    Change vs previous 13F +6,848 shares

    0.49% of the 13F portfolio, value $2,618,586.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 45,482 shares
    Change vs previous 13F -163 shares

    0.43% of the 13F portfolio, value $2,274,564.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 45,645 shares
    Change vs previous 13F +1,738 shares

    0.45% of the 13F portfolio, value $2,338,369.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 43,907 shares
    Change vs previous 13F +782 shares

    0.47% of the 13F portfolio, value $2,243,184.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 43,125 shares
    Change vs previous 13F +2,616 shares

    0.5% of the 13F portfolio, value $2,155,795.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 40,509 shares
    Change vs previous 13F -1,460 shares

    0.44% of the 13F portfolio, value $2,022,186.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 41,969 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,174,834.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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