Skip to content

IAG Wealth Partners, LLC: GSIE position timeline

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

IAG Wealth Partners, LLC held 701,237 GSIE 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 701,237 shares
    Change vs previous 13F +53,411 shares

    3.17% of the 13F portfolio, value $32,046,573.

    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 647,826 shares
    Change vs previous 13F +47,323 shares

    3.12% of the 13F portfolio, value $27,940,753.

    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 600,503 shares
    Change vs previous 13F -9,788 shares

    2.99% of the 13F portfolio, value $25,785,627.

    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 610,291 shares
    Change vs previous 13F -16,778 shares

    3.01% of the 13F portfolio, value $25,089,057.

    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 627,069 shares
    Change vs previous 13F +47,214 shares

    3.29% of the 13F portfolio, value $24,869,571.

    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 579,855 shares
    Change vs previous 13F +6,374 shares

    3.21% of the 13F portfolio, value $20,671,883.

    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 573,481 shares
    Change vs previous 13F +23,533 shares

    3.37% of the 13F portfolio, value $19,119,878.

    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 549,948 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $19,891,615.

    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).