Skip to content
Disclosery

IAG Wealth Partners, LLC: FESM position timeline

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

IAG Wealth Partners, LLC held 132,532 FESM 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 132,532 shares
    Change vs previous 13F +11,211 shares

    0.63% of the 13F portfolio, value $6,399,956.

    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 121,321 shares
    Change vs previous 13F +26,698 shares

    0.51% of the 13F portfolio, value $4,610,207.

    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 94,623 shares
    Change vs previous 13F +7,293 shares

    0.41% of the 13F portfolio, value $3,574,848.

    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 87,330 shares
    Change vs previous 13F +7,754 shares

    0.38% of the 13F portfolio, value $3,192,792.

    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 79,576 shares
    Change vs previous 13F -19,979 shares

    0.34% of the 13F portfolio, value $2,545,618.

    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 99,555 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,934,876.

    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).