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Disclosery

IAG Wealth Partners, LLC: SPDW position timeline

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

IAG Wealth Partners, LLC held 449,070 SPDW 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 449,070 shares
    Change vs previous 13F +34,226 shares

    2.24% of the 13F portfolio, value $22,628,649.

    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 414,844 shares
    Change vs previous 13F +38,303 shares

    2.11% of the 13F portfolio, value $18,937,650.

    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 376,541 shares
    Change vs previous 13F +7,806 shares

    1.94% of the 13F portfolio, value $16,722,196.

    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 368,735 shares
    Change vs previous 13F +6,189 shares

    1.9% of the 13F portfolio, value $15,778,197.

    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 362,546 shares
    Change vs previous 13F -17,164 shares

    1.94% of the 13F portfolio, value $14,679,499.

    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 379,710 shares
    Change vs previous 13F -823,665 shares

    2.15% of the 13F portfolio, value $13,825,226.

    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 1,203,375 shares
    Change vs previous 13F +83,417 shares

    7.24% of the 13F portfolio, value $41,071,209.

    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 1,119,958 shares
    Change vs previous 13F not available

    7.78% of the 13F portfolio, value $42,065,636.

    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).