IAG Wealth Partners, LLC: IWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAG Wealth Partners, LLC on IWM, newest first. How the timeline and the estimate are built.
IAG Wealth Partners, LLC held 2,692 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,692 sharesChange vs previous 13F +125 shares
0.08% of the 13F portfolio, value $808,812.
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 2,567 sharesChange vs previous 13F -365 shares
0.07% of the 13F portfolio, value $636,616.
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 2,932 sharesChange vs previous 13F +219 shares
0.08% of the 13F portfolio, value $721,740.
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 2,713 sharesChange vs previous 13F -74 shares
0.08% of the 13F portfolio, value $656,437.
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 2,787 sharesChange vs previous 13F -13 shares
0.08% of the 13F portfolio, value $601,407.
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 2,800 sharesChange vs previous 13F +578 shares
0.09% of the 13F portfolio, value $558,572.
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 2,222 sharesChange vs previous 13F +36 shares
0.09% of the 13F portfolio, value $490,973.
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 2,186 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $482,865.
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).