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IAG Wealth Partners, LLC: HELO position timeline

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

IAG Wealth Partners, LLC held 28,559 HELO 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 28,559 shares
    Change vs previous 13F -3,893 shares

    0.19% of the 13F portfolio, value $1,930,007.

    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 32,452 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $2,074,010.

    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 32,463 shares
    Change vs previous 13F +14 shares

    0.25% of the 13F portfolio, value $2,156,506.

    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 32,449 shares
    Change vs previous 13F +1,094 shares

    0.25% of the 13F portfolio, value $2,109,215.

    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 31,355 shares
    Change vs previous 13F -2,957 shares

    0.26% of the 13F portfolio, value $1,962,202.

    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 34,312 shares
    Change vs previous 13F +595 shares

    0.32% of the 13F portfolio, value $2,047,722.

    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 33,717 shares
    Change vs previous 13F +27,242 shares

    0.37% of the 13F portfolio, value $2,091,835.

    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 6,475 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $395,882.

    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).