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IAG Wealth Partners, LLC: RODM position timeline

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

IAG Wealth Partners, LLC held 115,710 RODM 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 115,710 shares
    Change vs previous 13F -3,093 shares

    0.46% of the 13F portfolio, value $4,675,848.

    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 118,803 shares
    Change vs previous 13F -1,589 shares

    0.52% of the 13F portfolio, value $4,683,213.

    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 120,392 shares
    Change vs previous 13F -5,553 shares

    0.52% of the 13F portfolio, value $4,451,500.

    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 125,945 shares
    Change vs previous 13F -8,385 shares

    0.54% of the 13F portfolio, value $4,474,203.

    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 134,330 shares
    Change vs previous 13F -11,918 shares

    0.61% of the 13F portfolio, value $4,580,670.

    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 146,248 shares
    Change vs previous 13F -10,963 shares

    0.7% of the 13F portfolio, value $4,532,212.

    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 157,211 shares
    Change vs previous 13F -2,767 shares

    0.79% of the 13F portfolio, value $4,467,935.

    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 159,978 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,879,572.

    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).