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Disclosery

IAG Wealth Partners, LLC: DON position timeline

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

IAG Wealth Partners, LLC held 470,081 DON 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 470,081 shares
    Change vs previous 13F -30,618 shares

    2.63% of the 13F portfolio, value $26,568,939.

    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 500,699 shares
    Change vs previous 13F +7,504 shares

    2.94% of the 13F portfolio, value $26,306,715.

    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 493,195 shares
    Change vs previous 13F +7,865 shares

    2.95% of the 13F portfolio, value $25,448,840.

    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 485,330 shares
    Change vs previous 13F +14,670 shares

    3.05% of the 13F portfolio, value $25,382,824.

    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 470,660 shares
    Change vs previous 13F -14,306 shares

    3.12% of the 13F portfolio, value $23,589,438.

    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 484,966 shares
    Change vs previous 13F +5,810 shares

    3.73% of the 13F portfolio, value $24,015,490.

    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 479,156 shares
    Change vs previous 13F -10,632 shares

    4.31% of the 13F portfolio, value $24,422,602.

    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 489,788 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $25,042,884.

    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).