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IAG Wealth Partners, LLC: SPYM position timeline

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

IAG Wealth Partners, LLC held 838,486 SPYM 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 838,486 shares
    Change vs previous 13F -7,712 shares

    7.29% of the 13F portfolio, value $73,686,169.

    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 846,198 shares
    Change vs previous 13F +33,910 shares

    7.23% of the 13F portfolio, value $64,768,044.

    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 812,288 shares
    Change vs previous 13F -2,187 shares

    7.55% of the 13F portfolio, value $65,161,746.

    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 814,475 shares
    Change vs previous 13F -231,596 shares

    7.66% of the 13F portfolio, value $63,805,960.

    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 1,046,071 shares
    Change vs previous 13F +254,362 shares

    10.06% of the 13F portfolio, value $76,038,894.

    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 791,709 shares
    Change vs previous 13F +36,238 shares

    8.09% of the 13F portfolio, value $52,062,787.

    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 755,471 shares
    Change vs previous 13F +36,218 shares

    9.19% of the 13F portfolio, value $52,082,190.

    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 719,253 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $48,556,754.

    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).