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Disclosery

Wedmont Private Capital: IAGG position timeline

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

Wedmont Private Capital held 49,593 IAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,593 shares
    Change vs previous 13F +6,099 shares

    0.06% of the 13F portfolio, value $2,436,988.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,494 shares
    Change vs previous 13F +7,329 shares

    0.06% of the 13F portfolio, value $2,174,252.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,165 shares
    Change vs previous 13F +174 shares

    0.06% of the 13F portfolio, value $1,812,958.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,991 shares
    Change vs previous 13F +855 shares

    0.06% of the 13F portfolio, value $1,807,451.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 35,136 shares
    Change vs previous 13F +40 shares

    0.07% of the 13F portfolio, value $1,802,143.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 35,096 shares
    Change vs previous 13F +3,928 shares

    0.08% of the 13F portfolio, value $1,790,966.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,168 shares
    Change vs previous 13F +168 shares

    0.08% of the 13F portfolio, value $1,566,209.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,000 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,535,757.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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