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IAG Wealth Partners, LLC: SPHQ position timeline

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

IAG Wealth Partners, LLC held 57,066 SPHQ 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 57,066 shares
    Change vs previous 13F -1,743 shares

    0.51% of the 13F portfolio, value $5,141,680.

    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 58,809 shares
    Change vs previous 13F -4,448 shares

    0.49% of the 13F portfolio, value $4,421,835.

    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 63,257 shares
    Change vs previous 13F -9,591 shares

    0.55% of the 13F portfolio, value $4,747,417.

    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 72,848 shares
    Change vs previous 13F -9,667 shares

    0.64% of the 13F portfolio, value $5,339,036.

    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 82,515 shares
    Change vs previous 13F -8,112 shares

    0.78% of the 13F portfolio, value $5,880,037.

    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 90,627 shares
    Change vs previous 13F -5,647 shares

    0.93% of the 13F portfolio, value $6,012,233.

    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 96,274 shares
    Change vs previous 13F -7,424 shares

    1.14% of the 13F portfolio, value $6,453,271.

    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 103,698 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $6,975,790.

    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).