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Disclosery

IAG Wealth Partners, LLC: DES position timeline

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

IAG Wealth Partners, LLC held 35,057 DES 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 35,057 shares
    Change vs previous 13F -1,031 shares

    0.14% of the 13F portfolio, value $1,426,129.

    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 36,088 shares
    Change vs previous 13F -3,689 shares

    0.14% of the 13F portfolio, value $1,297,013.

    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 39,777 shares
    Change vs previous 13F -338 shares

    0.15% of the 13F portfolio, value $1,330,551.

    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 40,115 shares
    Change vs previous 13F -199 shares

    0.16% of the 13F portfolio, value $1,351,083.

    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 40,314 shares
    Change vs previous 13F -2,332 shares

    0.17% of the 13F portfolio, value $1,280,382.

    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 42,646 shares
    Change vs previous 13F -1,742 shares

    0.21% of the 13F portfolio, value $1,362,977.

    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 44,388 shares
    Change vs previous 13F -819 shares

    0.27% of the 13F portfolio, value $1,524,740.

    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 45,207 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,559,197.

    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).