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IAG Wealth Partners, LLC: JHMM position timeline

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

IAG Wealth Partners, LLC held 46,094 JHMM 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 46,094 shares
    Change vs previous 13F +1,861 shares

    0.34% of the 13F portfolio, value $3,455,208.

    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 44,233 shares
    Change vs previous 13F -375 shares

    0.33% of the 13F portfolio, value $2,968,922.

    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 44,608 shares
    Change vs previous 13F -291 shares

    0.34% of the 13F portfolio, value $2,920,927.

    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 44,899 shares
    Change vs previous 13F -3,749 shares

    0.35% of the 13F portfolio, value $2,904,517.

    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 48,648 shares
    Change vs previous 13F -22,244 shares

    0.39% of the 13F portfolio, value $2,973,827.

    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 70,892 shares
    Change vs previous 13F -25,195 shares

    0.63% of the 13F portfolio, value $4,062,111.

    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 96,087 shares
    Change vs previous 13F -2,259 shares

    1.01% of the 13F portfolio, value $5,739,268.

    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 98,346 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,920,439.

    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).