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Wealth Advisory Solutions, LLC: IAGG position timeline

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

Wealth Advisory Solutions, LLC held 50,860 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 50,860 shares
    Change vs previous 13F -1,771 shares

    0.53% of the 13F portfolio, value $2,573,520.

    13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, 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 52,631 shares
    Change vs previous 13F +3,854 shares

    0.59% of the 13F portfolio, value $2,633,655.

    13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, 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 48,777 shares
    Change vs previous 13F +47 shares

    0.57% of the 13F portfolio, value $2,439,335.

    13F-HR 0001834802-26-000002 filed by Wealth Advisory Solutions, 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 48,730 shares
    Change vs previous 13F +1,321 shares

    0.6% of the 13F portfolio, value $2,496,453.

    13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, 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 47,409 shares
    Change vs previous 13F -202 shares

    0.61% of the 13F portfolio, value $2,422,141.

    13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, 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 47,611 shares
    Change vs previous 13F -2,190 shares

    0.63% of the 13F portfolio, value $2,380,089.

    13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, 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 49,801 shares
    Change vs previous 13F +2,482 shares

    0.7% of the 13F portfolio, value $2,486,081.

    13F-HR 0001835669-25-000002 filed by Wealth Advisory Solutions, 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 47,319 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,452,086.

    13F-HR 0001835669-24-000008 filed by Wealth Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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