IAG Wealth Partners, LLC: BRIE position timeline

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

IAG Wealth Partners, LLC held 329,667 BRIE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 329,667 shares
Change vs previous 13F +324,442 shares
0.99% of the 13F portfolio, value $9,995,498.
13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,225 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $141,284.
13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).