Skip to content
Disclosery

IAG Wealth Partners, LLC: SPTM position timeline

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

IAG Wealth Partners, LLC held 164,702 SPTM 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 164,702 shares
    Change vs previous 13F -12,018 shares

    1.48% of the 13F portfolio, value $14,953,316.

    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 176,720 shares
    Change vs previous 13F -3,804 shares

    1.56% of the 13F portfolio, value $13,971,474.

    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 180,524 shares
    Change vs previous 13F -6,828 shares

    1.72% of the 13F portfolio, value $14,893,643.

    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 187,352 shares
    Change vs previous 13F +4,000 shares

    1.81% of the 13F portfolio, value $15,109,951.

    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 183,352 shares
    Change vs previous 13F +13,576 shares

    1.82% of the 13F portfolio, value $13,731,265.

    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 169,776 shares
    Change vs previous 13F +3,600 shares

    1.79% of the 13F portfolio, value $11,546,524.

    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 166,176 shares
    Change vs previous 13F -7,874 shares

    2.09% of the 13F portfolio, value $11,869,936.

    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 174,050 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $12,193,940.

    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).