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Xena Financial Planning, LLC: IAGG position timeline

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

Xena Financial Planning, LLC held 109,935 IAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 109,935 shares
    Change vs previous 13F +5,203 shares

    5.16% of the 13F portfolio, value $5,408,809.

    13F-HR 0001754960-26-000858 filed by Xena Financial Planning, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,732 shares
    Change vs previous 13F +5,752 shares

    5.08% of the 13F portfolio, value $5,299,447.

    13F-HR 0001754960-26-000600 filed by Xena Financial Planning, LLC
    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 98,980 shares
    Change vs previous 13F +15,866 shares

    5.59% of the 13F portfolio, value $4,952,982.

    13F-HR 0001754960-26-000247 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 83,114 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $4,156,534.

    13F-HR 0001754960-26-000074 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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