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IAG Wealth Partners, LLC: DIVB position timeline

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

IAG Wealth Partners, LLC held 508,870 DIVB 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 508,870 shares
    Change vs previous 13F -13,341 shares

    3.1% of the 13F portfolio, value $31,346,350.

    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 522,211 shares
    Change vs previous 13F -3,784 shares

    3.14% of the 13F portfolio, value $28,173,310.

    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 525,995 shares
    Change vs previous 13F +8,626 shares

    3.24% of the 13F portfolio, value $27,956,628.

    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 517,369 shares
    Change vs previous 13F +4,412 shares

    3.25% of the 13F portfolio, value $27,032,628.

    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 512,957 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $25,811,994.

    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).