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Disclosery

IAG Wealth Partners, LLC: CTA position timeline

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

IAG Wealth Partners, LLC held 821,040 CTA 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 821,040 shares
    Change vs previous 13F +26,180 shares

    2.11% of the 13F portfolio, value $21,297,793.

    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 794,860 shares
    Change vs previous 13F -17,108 shares

    2.68% of the 13F portfolio, value $24,020,662.

    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 811,968 shares
    Change vs previous 13F +35,670 shares

    2.56% of the 13F portfolio, value $22,134,257.

    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 776,298 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $21,713,074.

    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).