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Disclosery

Vawter Financial, Ltd.: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vawter Financial, Ltd. on IAGG, newest first. How the timeline and the estimate are built.

Vawter Financial, Ltd. held 48,701 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,701 shares
    Change vs previous 13F +5,374 shares

    0.93% of the 13F portfolio, value $2,464,281.

    13F-HR 0001974403-26-000003 filed by Vawter Financial, Ltd.
    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/A 43,327 shares
    Change vs previous 13F +4,027 shares

    0.91% of the 13F portfolio, value $2,168,082.

    13F-HR/A 0001974403-26-000007 filed by Vawter Financial, Ltd.
    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/A 39,300 shares
    Change vs previous 13F +5,056 shares

    0.83% of the 13F portfolio, value $1,965,393.

    13F-HR/A 0001974403-26-000006 filed by Vawter Financial, Ltd.
    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/A 34,244 shares
    Change vs previous 13F +34,244 shares

    0.8% of the 13F portfolio, value $1,754,320.

    13F-HR/A 0001974403-26-000005 filed by Vawter Financial, Ltd.
    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/A 0 shares
    Change vs previous 13F -19,595 shares

    13F-HR/A 0001974403-26-000004 filed by Vawter Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2025-03-31
    13F 19,595 shares
    Change vs previous 13F +3,707 shares

    0.55% of the 13F portfolio, value $979,554.

    13F-HR 0001974403-25-000002 filed by Vawter Financial, Ltd.
    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 15,888 shares
    Change vs previous 13F +4,543 shares

    0.48% of the 13F portfolio, value $793,129.

    13F-HR 0001974403-25-000001 filed by Vawter Financial, Ltd.
    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 11,345 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $587,898.

    13F-HR 0001974403-24-000006 filed by Vawter Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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