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Disclosery

IAG Wealth Partners, LLC: DFIS position timeline

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

IAG Wealth Partners, LLC held 112,576 DFIS 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 112,576 shares
    Change vs previous 13F +11,347 shares

    0.39% of the 13F portfolio, value $3,943,534.

    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 101,229 shares
    Change vs previous 13F +5,335 shares

    0.38% of the 13F portfolio, value $3,408,387.

    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 95,894 shares
    Change vs previous 13F +2,643 shares

    0.37% of the 13F portfolio, value $3,158,752.

    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 93,251 shares
    Change vs previous 13F +7,316 shares

    0.35% of the 13F portfolio, value $2,949,529.

    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 85,935 shares
    Change vs previous 13F -13,657 shares

    0.34% of the 13F portfolio, value $2,564,302.

    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 99,592 shares
    Change vs previous 13F +5,464 shares

    0.4% of the 13F portfolio, value $2,573,462.

    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 94,128 shares
    Change vs previous 13F +9,418 shares

    0.41% of the 13F portfolio, value $2,311,315.

    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 84,710 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,272,768.

    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).