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IAG Wealth Partners, LLC: IVV position timeline

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

IAG Wealth Partners, LLC held 37,139 IVV 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 37,139 shares
    Change vs previous 13F -1,120 shares

    2.75% of the 13F portfolio, value $27,812,805.

    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 38,259 shares
    Change vs previous 13F -82 shares

    2.79% of the 13F portfolio, value $24,991,122.

    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 38,341 shares
    Change vs previous 13F -2,546 shares

    3.04% of the 13F portfolio, value $26,261,062.

    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 40,887 shares
    Change vs previous 13F -2,759 shares

    3.29% of the 13F portfolio, value $27,365,938.

    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 43,646 shares
    Change vs previous 13F +3,338 shares

    3.59% of the 13F portfolio, value $27,099,986.

    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 40,308 shares
    Change vs previous 13F -1,044 shares

    3.52% of the 13F portfolio, value $22,649,038.

    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 41,352 shares
    Change vs previous 13F -1,199 shares

    4.29% of the 13F portfolio, value $24,343,038.

    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 42,551 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $24,544,130.

    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).