Skip to content
Disclosery

IAG Wealth Partners, LLC: HTAB position timeline

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

IAG Wealth Partners, LLC held 86,184 HTAB 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 86,184 shares
    Change vs previous 13F -27,628 shares

    0.16% of the 13F portfolio, value $1,653,189.

    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 113,812 shares
    Change vs previous 13F -6,263 shares

    0.24% of the 13F portfolio, value $2,162,428.

    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 120,075 shares
    Change vs previous 13F -53,049 shares

    0.27% of the 13F portfolio, value $2,299,439.

    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 173,124 shares
    Change vs previous 13F -785,006 shares

    0.4% of the 13F portfolio, value $3,311,854.

    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 958,130 shares
    Change vs previous 13F -218,326 shares

    2.37% of the 13F portfolio, value $17,926,618.

    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 1,176,456 shares
    Change vs previous 13F +441,122 shares

    3.51% of the 13F portfolio, value $22,552,655.

    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 735,334 shares
    Change vs previous 13F +136,013 shares

    2.51% of the 13F portfolio, value $14,236,065.

    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 599,321 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $11,872,559.

    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).