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Disclosery

WealthShield Partners, LLC: IAGG position timeline

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

WealthShield Partners, LLC held 1,948 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,948 shares
    Change vs previous 13F -53,526 shares

    0.02% of the 13F portfolio, value $98,569.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 55,474 shares
    Change vs previous 13F +2,731 shares

    0.31% of the 13F portfolio, value $2,775,919.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 52,743 shares
    Change vs previous 13F +2,123 shares

    0.29% of the 13F portfolio, value $2,637,677.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 50,620 shares
    Change vs previous 13F +1,119 shares

    0.29% of the 13F portfolio, value $2,593,263.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 49,501 shares
    Change vs previous 13F +46,391 shares

    0.31% of the 13F portfolio, value $2,529,006.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 3,110 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $155,469.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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