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IAG Wealth Partners, LLC: CSB position timeline

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

IAG Wealth Partners, LLC held 51,901 CSB 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 51,901 shares
    Change vs previous 13F +388 shares

    0.34% of the 13F portfolio, value $3,404,317.

    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 51,513 shares
    Change vs previous 13F +1,745 shares

    0.36% of the 13F portfolio, value $3,181,063.

    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 49,768 shares
    Change vs previous 13F +2,008 shares

    0.34% of the 13F portfolio, value $2,916,989.

    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 47,760 shares
    Change vs previous 13F +3,825 shares

    0.34% of the 13F portfolio, value $2,825,007.

    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 43,935 shares
    Change vs previous 13F +1,242 shares

    0.32% of the 13F portfolio, value $2,434,415.

    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 42,693 shares
    Change vs previous 13F +6,117 shares

    0.38% of the 13F portfolio, value $2,450,976.

    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 36,576 shares
    Change vs previous 13F +181 shares

    0.38% of the 13F portfolio, value $2,172,614.

    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 36,395 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,138,443.

    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).