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IAG Wealth Partners, LLC: PULS position timeline

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

IAG Wealth Partners, LLC held 429,859 PULS 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 429,859 shares
    Change vs previous 13F +13,854 shares

    2.11% of the 13F portfolio, value $21,299,516.

    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 416,005 shares
    Change vs previous 13F -30,501 shares

    2.3% of the 13F portfolio, value $20,592,322.

    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 446,506 shares
    Change vs previous 13F +20,984 shares

    2.56% of the 13F portfolio, value $22,142,254.

    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 425,522 shares
    Change vs previous 13F +12,534 shares

    2.55% of the 13F portfolio, value $21,203,740.

    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 412,988 shares
    Change vs previous 13F +43,160 shares

    2.72% of the 13F portfolio, value $20,550,304.

    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 369,828 shares
    Change vs previous 13F +91,187 shares

    2.86% of the 13F portfolio, value $18,391,540.

    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 278,641 shares
    Change vs previous 13F +57,170 shares

    2.44% of the 13F portfolio, value $13,806,668.

    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 221,471 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $11,024,816.

    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).