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Disclosery

IAG Wealth Partners, LLC: RECS position timeline

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

IAG Wealth Partners, LLC held 347,443 RECS 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 347,443 shares
    Change vs previous 13F +9,455 shares

    1.49% of the 13F portfolio, value $15,037,353.

    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 337,988 shares
    Change vs previous 13F +24,947 shares

    1.47% of the 13F portfolio, value $13,174,801.

    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 313,041 shares
    Change vs previous 13F +7,953 shares

    1.48% of the 13F portfolio, value $12,784,580.

    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 305,088 shares
    Change vs previous 13F +8,520 shares

    1.48% of the 13F portfolio, value $12,310,326.

    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 296,568 shares
    Change vs previous 13F +174,619 shares

    1.44% of the 13F portfolio, value $10,910,717.

    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 121,949 shares
    Change vs previous 13F +33,811 shares

    0.63% of the 13F portfolio, value $4,049,913.

    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 88,138 shares
    Change vs previous 13F +31,476 shares

    0.54% of the 13F portfolio, value $3,051,334.

    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 56,662 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,921,408.

    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).