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IAG Wealth Partners, LLC: HAP position timeline

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

IAG Wealth Partners, LLC held 236,196 HAP 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 236,196 shares
    Change vs previous 13F -16,899 shares

    1.6% of the 13F portfolio, value $16,205,382.

    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 253,095 shares
    Change vs previous 13F -73,719 shares

    2.05% of the 13F portfolio, value $18,341,788.

    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 326,814 shares
    Change vs previous 13F -11,693 shares

    2.28% of the 13F portfolio, value $19,654,644.

    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 338,507 shares
    Change vs previous 13F +1,651 shares

    2.32% of the 13F portfolio, value $19,324,291.

    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 336,856 shares
    Change vs previous 13F +12,219 shares

    2.32% of the 13F portfolio, value $17,501,428.

    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 324,637 shares
    Change vs previous 13F +9,735 shares

    2.51% of the 13F portfolio, value $16,171,233.

    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 314,902 shares
    Change vs previous 13F +29,516 shares

    2.53% of the 13F portfolio, value $14,359,555.

    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 285,386 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $15,043,240.

    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).