Skip to content
Disclosery

Asset One Wealth Management LLC: IAG position timeline

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

Asset One Wealth Management LLC held 116,173 IAG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,173 shares
    Change vs previous 13F +7,455 shares

    0.18% of the 13F portfolio, value $1,741,433.

    13F-HR 0002110759-26-000003 filed by Asset One Wealth Management 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 108,718 shares
    Change vs previous 13F +1,295 shares

    0.2% of the 13F portfolio, value $1,829,724.

    13F-HR 0002110759-26-000002 filed by Asset One Wealth Management 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 107,423 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,954,024.

    13F-HR 0002110759-26-000001 filed by Asset One Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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