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IAG Wealth Partners, LLC: SPMD position timeline

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

IAG Wealth Partners, LLC held 222,817 SPMD 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 222,817 shares
    Change vs previous 13F -6,854 shares

    1.49% of the 13F portfolio, value $15,053,495.

    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 229,671 shares
    Change vs previous 13F +3,275 shares

    1.52% of the 13F portfolio, value $13,601,138.

    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 226,396 shares
    Change vs previous 13F +12,633 shares

    1.52% of the 13F portfolio, value $13,110,618.

    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 213,763 shares
    Change vs previous 13F +8,674 shares

    1.47% of the 13F portfolio, value $12,225,115.

    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 205,089 shares
    Change vs previous 13F +8,416 shares

    1.48% of the 13F portfolio, value $11,152,758.

    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 196,673 shares
    Change vs previous 13F +13,772 shares

    1.56% of the 13F portfolio, value $10,065,727.

    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 182,901 shares
    Change vs previous 13F +4,155 shares

    1.76% of the 13F portfolio, value $10,002,837.

    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 178,746 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $9,773,847.

    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).