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IAG Wealth Partners, LLC: AVEM position timeline

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

IAG Wealth Partners, LLC held 71,443 AVEM 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 71,443 shares
    Change vs previous 13F +2,305 shares

    0.68% of the 13F portfolio, value $6,893,562.

    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 69,138 shares
    Change vs previous 13F +1,513 shares

    0.62% of the 13F portfolio, value $5,571,159.

    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 67,625 shares
    Change vs previous 13F +1,972 shares

    0.6% of the 13F portfolio, value $5,208,484.

    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 65,653 shares
    Change vs previous 13F +2,929 shares

    0.59% of the 13F portfolio, value $4,931,200.

    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 62,724 shares
    Change vs previous 13F -11,110 shares

    0.57% of the 13F portfolio, value $4,299,106.

    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 73,834 shares
    Change vs previous 13F +2,112 shares

    0.69% of the 13F portfolio, value $4,442,606.

    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 71,722 shares
    Change vs previous 13F +7,827 shares

    0.74% of the 13F portfolio, value $4,216,534.

    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 63,895 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,127,619.

    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).