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Disclosery

IAG Wealth Partners, LLC: OMFS position timeline

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

IAG Wealth Partners, LLC held 104 OMFS 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 104 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,547.

    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 104 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,708.

    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 104 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,625.

    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 104 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $4,574.

    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 214 shares
    Change vs previous 13F -8,920 shares

    <0.01% of the 13F portfolio, value $8,579.

    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 9,134 shares
    Change vs previous 13F -81,953 shares

    0.05% of the 13F portfolio, value $347,001.

    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 91,087 shares
    Change vs previous 13F -1,327 shares

    0.64% of the 13F portfolio, value $3,603,724.

    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 92,414 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,654,999.

    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).