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TRAPHAGEN INVESTMENT ADVISORS LLC: IGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAPHAGEN INVESTMENT ADVISORS LLC on IGM, newest first. How the timeline and the estimate are built.

TRAPHAGEN INVESTMENT ADVISORS LLC held 33,611 IGM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,611 shares
    Change vs previous 13F +449 shares

    0.39% of the 13F portfolio, value $5,681,566.

    13F-HR 0002023380-26-000005 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,162 shares
    Change vs previous 13F -260 shares

    0.39% of the 13F portfolio, value $5,424,596.

    13F-HR 0002023380-26-000003 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,422 shares
    Change vs previous 13F -122 shares

    0.32% of the 13F portfolio, value $3,960,798.

    13F-HR 0002023380-26-000002 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,544 shares
    Change vs previous 13F -100 shares

    0.36% of the 13F portfolio, value $4,332,531.

    13F-HR 0002023380-26-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,644 shares
    Change vs previous 13F -6 shares

    0.36% of the 13F portfolio, value $4,237,463.

    13F-HR 0002023380-25-000007 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,650 shares
    Change vs previous 13F +883 shares

    0.36% of the 13F portfolio, value $3,780,259.

    13F-HR 0002023380-25-000006 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 32,767 shares
    Change vs previous 13F -11 shares

    0.31% of the 13F portfolio, value $2,970,961.

    13F-HR 0002023380-25-000002 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,778 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,346,313.

    13F-HR 0002023380-25-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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