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IAG Wealth Partners, LLC: SPYG position timeline

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

IAG Wealth Partners, LLC held 111,976 SPYG 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 111,976 shares
    Change vs previous 13F +1,650 shares

    1.32% of the 13F portfolio, value $13,324,028.

    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 110,326 shares
    Change vs previous 13F +986 shares

    1.21% of the 13F portfolio, value $10,802,000.

    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 109,340 shares
    Change vs previous 13F -3,584 shares

    1.35% of the 13F portfolio, value $11,666,576.

    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 112,924 shares
    Change vs previous 13F -3,679 shares

    1.42% of the 13F portfolio, value $11,801,643.

    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 116,603 shares
    Change vs previous 13F +40,779 shares

    1.47% of the 13F portfolio, value $11,114,591.

    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 75,824 shares
    Change vs previous 13F +751 shares

    0.95% of the 13F portfolio, value $6,093,971.

    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 75,073 shares
    Change vs previous 13F -1,486 shares

    1.16% of the 13F portfolio, value $6,598,893.

    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 76,559 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $6,349,771.

    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).