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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

  1. period ended2026-06-30
    13F 25,726 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,929 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,093 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,325 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,114 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,174 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,674 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,620 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).