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Trinity Wealth Management, LLC: IAGG position timeline

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

Trinity Wealth Management, LLC held 250,098 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,098 shares
    Change vs previous 13F -87,598 shares

    4.02% of the 13F portfolio, value $12,654,957.

    13F-HR 0001685364-26-000004 filed by Trinity Wealth Management, 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 337,696 shares
    Change vs previous 13F +18,360 shares

    6.21% of the 13F portfolio, value $16,898,308.

    13F-HR 0001685364-26-000002 filed by Trinity Wealth Management, 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 319,336 shares
    Change vs previous 13F +10,209 shares

    5.88% of the 13F portfolio, value $15,969,977.

    13F-HR 0001685364-26-000001 filed by Trinity Wealth Management, 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 309,127 shares
    Change vs previous 13F +7,233 shares

    5.94% of the 13F portfolio, value $15,836,559.

    13F-HR 0001085146-25-005828 filed by Trinity Wealth Management, 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 301,894 shares
    Change vs previous 13F +12,762 shares

    6.12% of the 13F portfolio, value $15,423,748.

    13F-HR 0001085146-25-003745 filed by Trinity Wealth Management, 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 289,132 shares
    Change vs previous 13F +228 shares

    6.6% of the 13F portfolio, value $14,453,692.

    13F-HR 0001085146-25-002035 filed by Trinity Wealth Management, 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 288,904 shares
    Change vs previous 13F +7,062 shares

    6.53% of the 13F portfolio, value $14,422,071.

    13F-HR 0001085146-25-000455 filed by Trinity Wealth Management, 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 281,842 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $14,605,035.

    13F-HR 0001085146-24-004992 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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