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Disclosery

IAG Wealth Partners, LLC: SFLO position timeline

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

IAG Wealth Partners, LLC held 331,922 SFLO 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 331,922 shares
    Change vs previous 13F -10,863 shares

    1.12% of the 13F portfolio, value $11,351,711.

    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 342,785 shares
    Change vs previous 13F -56,237 shares

    1.15% of the 13F portfolio, value $10,293,834.

    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 399,022 shares
    Change vs previous 13F +393,688 shares

    1.36% of the 13F portfolio, value $11,765,343.

    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 5,334 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $155,274.

    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).