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
- period ended2026-06-3013F 236,196 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 253,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 326,814 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 338,507 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 336,856 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 324,637 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 314,902 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 285,386 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).