Skip to content
Disclosery

IAG Wealth Partners, LLC: IBM position timeline

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

IAG Wealth Partners, LLC held 131 IBM 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 131 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $36,839.

    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 67 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,240.

    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).