Skip to content
Disclosery

IAG Wealth Partners, LLC: DBMF position timeline

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

IAG Wealth Partners, LLC held 511,925 DBMF 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 511,925 shares
    Change vs previous 13F -29,245 shares

    1.55% of the 13F portfolio, value $15,670,032.

    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 541,170 shares
    Change vs previous 13F -24,148 shares

    1.82% of the 13F portfolio, value $16,316,280.

    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 565,318 shares
    Change vs previous 13F +29,386 shares

    1.84% of the 13F portfolio, value $15,862,841.

    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 535,932 shares
    Change vs previous 13F +121,365 shares

    1.76% of the 13F portfolio, value $14,636,297.

    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 414,567 shares
    Change vs previous 13F +68,655 shares

    1.41% of the 13F portfolio, value $10,666,805.

    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 345,912 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $8,737,752.

    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).