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IAG Wealth Partners, LLC: NBCM position timeline

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

IAG Wealth Partners, LLC held 100,281 NBCM 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 100,281 shares
    Change vs previous 13F -20,876 shares

    0.26% of the 13F portfolio, value $2,660,452.

    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 121,157 shares
    Change vs previous 13F -28,089 shares

    0.38% of the 13F portfolio, value $3,395,941.

    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 149,246 shares
    Change vs previous 13F +11,671 shares

    0.39% of the 13F portfolio, value $3,376,667.

    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 137,575 shares
    Change vs previous 13F +13,082 shares

    0.39% of the 13F portfolio, value $3,236,484.

    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 124,493 shares
    Change vs previous 13F +5,220 shares

    0.37% of the 13F portfolio, value $2,770,002.

    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 119,273 shares
    Change vs previous 13F +3,824 shares

    0.42% of the 13F portfolio, value $2,701,144.

    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 115,449 shares
    Change vs previous 13F +16,523 shares

    0.43% of the 13F portfolio, value $2,415,192.

    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 98,926 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,166,944.

    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).