IAG Wealth Partners, LLC: MMIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAG Wealth Partners, LLC on MMIT, newest first. How the timeline and the estimate are built.
IAG Wealth Partners, LLC held 1,967,096 MMIT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,967,096 sharesChange vs previous 13F +62,028 shares
4.74% of the 13F portfolio, value $47,898,826.
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 1,905,068 sharesChange vs previous 13F +66,876 shares
5.13% of the 13F portfolio, value $45,921,669.
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 1,838,192 sharesChange vs previous 13F +164,912 shares
5.18% of the 13F portfolio, value $44,723,205.
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 1,673,280 sharesChange vs previous 13F +674,186 shares
4.88% of the 13F portfolio, value $40,660,737.
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 999,094 sharesChange vs previous 13F -88,453 shares
3.15% of the 13F portfolio, value $23,828,415.
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 1,087,547 sharesChange vs previous 13F -23,134 shares
4.05% of the 13F portfolio, value $26,068,508.
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 1,110,681 sharesChange vs previous 13F +50,796 shares
4.7% of the 13F portfolio, value $26,667,448.
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 1,059,885 sharesChange vs previous 13F not available
4.82% of the 13F portfolio, value $26,073,157.
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).