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IAG Wealth Partners, LLC: SPAB position timeline

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

IAG Wealth Partners, LLC held 306,270 SPAB 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 306,270 shares
    Change vs previous 13F +5,228 shares

    0.77% of the 13F portfolio, value $7,816,010.

    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 301,042 shares
    Change vs previous 13F +6,969 shares

    0.86% of the 13F portfolio, value $7,712,701.

    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 294,073 shares
    Change vs previous 13F +39,100 shares

    0.88% of the 13F portfolio, value $7,572,408.

    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 254,973 shares
    Change vs previous 13F +26,853 shares

    0.79% of the 13F portfolio, value $6,591,054.

    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 228,120 shares
    Change vs previous 13F +14,652 shares

    0.77% of the 13F portfolio, value $5,839,877.

    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 213,468 shares
    Change vs previous 13F +10,329 shares

    0.85% of the 13F portfolio, value $5,451,974.

    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 203,139 shares
    Change vs previous 13F +46,991 shares

    0.9% of the 13F portfolio, value $5,076,443.

    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 156,148 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,081,706.

    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).