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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

  1. period ended2026-06-30
    13F 1,967,096 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,905,068 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,838,192 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,673,280 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 999,094 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 1,087,547 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 1,110,681 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 1,059,885 shares
    Change 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), ingested

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