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
- period ended2026-06-3013F 838,486 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 846,198 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 812,288 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 814,475 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,046,071 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 791,709 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 755,471 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 719,253 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).