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WealthNavi Inc.: IAGG position timeline

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

WealthNavi Inc. held 6,646,207 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,646,207 shares
    Change vs previous 13F +597,893 shares

    2.63% of the 13F portfolio, value $336,298,000.

    13F-HR 0001104659-26-086034 filed by WealthNavi Inc.
    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 6,048,314 shares
    Change vs previous 13F +1,001,984 shares

    2.62% of the 13F portfolio, value $302,658,000.

    13F-HR 0001104659-26-045706 filed by WealthNavi Inc.
    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 5,046,330 shares
    Change vs previous 13F +690,992 shares

    2.23% of the 13F portfolio, value $252,367,000.

    13F-HR 0001104659-26-003858 filed by WealthNavi Inc.
    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 4,355,338 shares
    Change vs previous 13F +558,749 shares

    2.07% of the 13F portfolio, value $223,124,000.

    13F-HR 0001104659-25-099545 filed by WealthNavi Inc.
    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 3,796,589 shares
    Change vs previous 13F +387,795 shares

    1.95% of the 13F portfolio, value $193,968,000.

    13F-HR 0001104659-25-068814 filed by WealthNavi Inc.
    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 3,408,794 shares
    Change vs previous 13F +851,486 shares

    1.9% of the 13F portfolio, value $170,406,000.

    13F-HR 0001104659-25-034358 filed by WealthNavi Inc.
    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 2,557,308 shares
    Change vs previous 13F +464,993 shares

    1.48% of the 13F portfolio, value $127,661,000.

    13F-HR 0001104659-25-010100 filed by WealthNavi Inc.
    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 2,092,315 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $108,424,000.

    13F-HR 0001104659-24-110709 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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