IAG Wealth Partners, LLC: JSMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAG Wealth Partners, LLC on JSMD, newest first. How the timeline and the estimate are built.
IAG Wealth Partners, LLC held 25,726 JSMD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 25,726 sharesChange vs previous 13F -2,203 shares
0.26% of the 13F portfolio, value $2,604,472.
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 27,929 sharesChange vs previous 13F -164 shares
0.25% of the 13F portfolio, value $2,216,171.
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 28,093 sharesChange vs previous 13F -2,232 shares
0.27% of the 13F portfolio, value $2,291,268.
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 30,325 sharesChange vs previous 13F -789 shares
0.3% of the 13F portfolio, value $2,535,588.
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 31,114 sharesChange vs previous 13F -1,060 shares
0.32% of the 13F portfolio, value $2,416,007.
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 32,174 sharesChange vs previous 13F -4,500 shares
0.35% of the 13F portfolio, value $2,251,857.
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 36,674 sharesChange vs previous 13F -946 shares
0.49% of the 13F portfolio, value $2,753,168.
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 37,620 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $2,731,402.
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).