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Disclosery

IAG Wealth Partners, LLC: SPEM position timeline

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

IAG Wealth Partners, LLC held 47,579 SPEM 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 47,579 shares
    Change vs previous 13F +2,741 shares

    0.24% of the 13F portfolio, value $2,463,622.

    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 44,838 shares
    Change vs previous 13F -226 shares

    0.23% of the 13F portfolio, value $2,103,339.

    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 45,064 shares
    Change vs previous 13F +1,399 shares

    0.24% of the 13F portfolio, value $2,109,445.

    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 43,665 shares
    Change vs previous 13F +2,574 shares

    0.25% of the 13F portfolio, value $2,043,982.

    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 41,091 shares
    Change vs previous 13F -61 shares

    0.23% of the 13F portfolio, value $1,756,240.

    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 41,152 shares
    Change vs previous 13F +310 shares

    0.25% of the 13F portfolio, value $1,620,141.

    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 40,842 shares
    Change vs previous 13F +1,979 shares

    0.28% of the 13F portfolio, value $1,567,098.

    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 38,863 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,604,269.

    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).