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Disclosery

IAG Wealth Partners, LLC: PWV position timeline

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

IAG Wealth Partners, LLC held 330,061 PWV 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 330,061 shares
    Change vs previous 13F +7,143 shares

    2.48% of the 13F portfolio, value $25,008,693.

    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 322,918 shares
    Change vs previous 13F -920 shares

    2.51% of the 13F portfolio, value $22,510,623.

    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 323,838 shares
    Change vs previous 13F +6,905 shares

    2.49% of the 13F portfolio, value $21,541,712.

    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 316,933 shares
    Change vs previous 13F +6,876 shares

    2.48% of the 13F portfolio, value $20,667,174.

    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 310,057 shares
    Change vs previous 13F +20,025 shares

    2.55% of the 13F portfolio, value $19,266,949.

    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 290,032 shares
    Change vs previous 13F +6,694 shares

    2.68% of the 13F portfolio, value $17,259,782.

    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 283,338 shares
    Change vs previous 13F -19,263 shares

    2.84% of the 13F portfolio, value $16,115,093.

    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 302,601 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $17,648,036.

    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).