IAG Wealth Partners, LLC: BBSC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAG Wealth Partners, LLC on BBSC, newest first. How the timeline and the estimate are built.
IAG Wealth Partners, LLC held 68,553 BBSC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 68,553 sharesChange vs previous 13F +1,097 shares
0.62% of the 13F portfolio, value $6,296,607.
13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 67,456 sharesChange vs previous 13F +2,978 shares
0.57% of the 13F portfolio, value $5,063,609.
13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,478 sharesChange vs previous 13F -2,734 shares
0.55% of the 13F portfolio, value $4,792,013.
13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 67,212 sharesChange vs previous 13F +367 shares
0.6% of the 13F portfolio, value $4,983,102.
13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 66,845 sharesChange vs previous 13F +35,328 shares
0.58% of the 13F portfolio, value $4,410,440.
13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,517 sharesChange vs previous 13F +2,497 shares
0.3% of the 13F portfolio, value $1,907,416.
13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,020 sharesChange vs previous 13F -2,170 shares
0.35% of the 13F portfolio, value $1,976,921.
13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,190 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $2,102,523.
13F-HR 0001104659-24-112166 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).