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Focus Partners Wealth: IAGG position timeline

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

Focus Partners Wealth held 81,757 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 81,757 shares
    Change vs previous 13F -15,631 shares

    <0.01% of the 13F portfolio, value $4,137,007.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 71,253 shares
    • Focus Partners Advisor Solutions, LLC: 10,504 shares

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

  2. period ended2026-03-31
    13F 97,388 shares
    Change vs previous 13F +18,466 shares

    <0.01% of the 13F portfolio, value $4,873,390.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 85,070 shares
    • Focus Partners Advisor Solutions, LLC: 12,318 shares

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

  3. period ended2025-12-31
    13F 78,922 shares
    Change vs previous 13F -340 shares

    <0.01% of the 13F portfolio, value $3,946,929.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 79,262 shares
    Change vs previous 13F -7,810 shares

    0.01% of the 13F portfolio, value $4,060,677.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 79,262 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 87,072 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,448,584.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 78,609 shares
    • Focus Partners Advisor Solutions, LLC: 8,463 shares

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