IAG Wealth Partners, LLC: PBUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAG Wealth Partners, LLC on PBUS, newest first. How the timeline and the estimate are built.
IAG Wealth Partners, LLC held 15,833 PBUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 15,833 sharesChange vs previous 13F -2,520 shares
0.12% of the 13F portfolio, value $1,184,947.
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 18,353 sharesChange vs previous 13F -463 shares
0.13% of the 13F portfolio, value $1,196,067.
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 18,816 sharesChange vs previous 13F -1,985 shares
0.15% of the 13F portfolio, value $1,287,958.
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 20,801 sharesChange vs previous 13F -1,024 shares
0.17% of the 13F portfolio, value $1,394,707.
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 21,825 sharesChange vs previous 13F +1,187 shares
0.18% of the 13F portfolio, value $1,357,083.
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 20,638 sharesChange vs previous 13F -615 shares
0.18% of the 13F portfolio, value $1,156,140.
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 21,253 sharesChange vs previous 13F -2,910 shares
0.22% of the 13F portfolio, value $1,251,591.
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 24,163 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $1,386,957.
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).