Skip to content
Disclosery

IAG Wealth Partners, LLC: AVDV position timeline

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

IAG Wealth Partners, LLC held 22,529 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,529 shares
    Change vs previous 13F -137 shares

    0.23% of the 13F portfolio, value $2,321,620.

    13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, 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 22,666 shares
    Change vs previous 13F -204 shares

    0.25% of the 13F portfolio, value $2,263,428.

    13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, 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 22,870 shares
    Change vs previous 13F -469 shares

    0.25% of the 13F portfolio, value $2,149,090.

    13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,339 shares
    Change vs previous 13F -289 shares

    0.25% of the 13F portfolio, value $2,077,875.

    13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, LLC
    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 23,628 shares
    Change vs previous 13F +6,993 shares

    0.25% of the 13F portfolio, value $1,873,227.

    13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, LLC
    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 16,635 shares
    Change vs previous 13F -850 shares

    0.18% of the 13F portfolio, value $1,160,125.

    13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, LLC
    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 17,485 shares
    Change vs previous 13F -365 shares

    0.2% of the 13F portfolio, value $1,137,927.

    13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, LLC
    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 17,850 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,261,458.

    13F-HR 0001104659-24-112166 filed by IAG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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