IAG Wealth Partners, LLC: CWI position timeline

IAG Wealth Partners, LLC held 282,870 CWI 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 282,870 shares

   Change vs previous 13F +2,802 shares

   1.14% of the 13F portfolio, value $11,504,306.

   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).

2. period ended2026-03-31

   13F 280,068 shares

   Change vs previous 13F +7,817 shares

   1.14% of the 13F portfolio, value $10,247,680.

   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).

3. period ended2025-12-31

   13F 272,251 shares

   Change vs previous 13F -15,087 shares

   1.13% of the 13F portfolio, value $9,779,238.

   13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 287,338 shares

   Change vs previous 13F -14,936 shares

   1.21% of the 13F portfolio, value $10,033,827.

   13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 302,274 shares

   Change vs previous 13F -13,320 shares

   1.31% of the 13F portfolio, value $9,872,261.

   13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 315,594 shares

   Change vs previous 13F -17,474 shares

   1.45% of the 13F portfolio, value $9,335,263.

   13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 333,068 shares

   Change vs previous 13F -7,261 shares

   1.64% of the 13F portfolio, value $9,305,915.

   13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 340,329 shares

   Change vs previous 13F not available

   1.91% of the 13F portfolio, value $10,359,602.

   13F-HR 0001104659-24-112166 filed by IAG Wealth Partners, LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).