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IAG Wealth Partners, LLC: DFAE position timeline

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

IAG Wealth Partners, LLC held 146,328 DFAE 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 146,328 shares
    Change vs previous 13F -7,405 shares

    0.58% of the 13F portfolio, value $5,883,854.

    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 153,733 shares
    Change vs previous 13F -3,536 shares

    0.58% of the 13F portfolio, value $5,205,391.

    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 157,269 shares
    Change vs previous 13F -4,655 shares

    0.59% of the 13F portfolio, value $5,122,258.

    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 161,924 shares
    Change vs previous 13F -308 shares

    0.61% of the 13F portfolio, value $5,105,470.

    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 162,232 shares
    Change vs previous 13F +5,030 shares

    0.62% of the 13F portfolio, value $4,696,607.

    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 157,202 shares
    Change vs previous 13F -1,666 shares

    0.63% of the 13F portfolio, value $4,069,969.

    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 158,868 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $4,030,480.

    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).