ShoreHaven Wealth Partners, LLC: IAGG position timeline

ShoreHaven Wealth Partners, LLC held 0 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -46,089 shares

   13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 46,089 shares

   Change vs previous 13F +38,554 shares

   0.83% of the 13F portfolio, value $2,306,294.

   13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,535 shares

   Change vs previous 13F -767 shares

   0.14% of the 13F portfolio, value $376,825.

   13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,302 shares

   Change vs previous 13F +151 shares

   0.16% of the 13F portfolio, value $425,311.

   13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,151 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $416,435.

   13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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