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Disclosery

IAG Wealth Partners, LLC: IWY position timeline

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

IAG Wealth Partners, LLC held 40,968 IWY 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 40,968 shares
    Change vs previous 13F -1,415 shares

    1.18% of the 13F portfolio, value $11,906,145.

    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 42,383 shares
    Change vs previous 13F +5,257 shares

    1.18% of the 13F portfolio, value $10,546,614.

    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 37,126 shares
    Change vs previous 13F -91 shares

    1.19% of the 13F portfolio, value $10,281,792.

    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 37,217 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $10,184,331.

    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).