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Wiser Wealth Management, Inc: IAGG position timeline

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

Wiser Wealth Management, Inc held 128,884 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,884 shares
    Change vs previous 13F +34,018 shares

    1.25% of the 13F portfolio, value $6,521,529.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, 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 94,866 shares
    Change vs previous 13F +3,429 shares

    1.02% of the 13F portfolio, value $4,747,078.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, 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 91,437 shares
    Change vs previous 13F +8,226 shares

    1.02% of the 13F portfolio, value $4,572,742.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, 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 83,211 shares
    Change vs previous 13F +5,601 shares

    0.97% of the 13F portfolio, value $4,262,920.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, 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 77,610 shares
    Change vs previous 13F -750 shares

    0.99% of the 13F portfolio, value $3,965,080.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, 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 78,360 shares
    Change vs previous 13F +33,053 shares

    1.1% of the 13F portfolio, value $3,917,198.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, 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 45,307 shares
    Change vs previous 13F -14,532 shares

    0.63% of the 13F portfolio, value $2,261,734.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, 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 59,839 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,100,843.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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