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IAG Wealth Partners, LLC: SPYV position timeline

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

IAG Wealth Partners, LLC held 100,915 SPYV 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 100,915 shares
    Change vs previous 13F -1,043 shares

    0.61% of the 13F portfolio, value $6,134,594.

    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 101,958 shares
    Change vs previous 13F -2,681 shares

    0.64% of the 13F portfolio, value $5,768,762.

    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 104,639 shares
    Change vs previous 13F -3,045 shares

    0.69% of the 13F portfolio, value $5,944,515.

    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 107,684 shares
    Change vs previous 13F -1,626 shares

    0.72% of the 13F portfolio, value $5,958,133.

    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 109,310 shares
    Change vs previous 13F +29,665 shares

    0.76% of the 13F portfolio, value $5,721,263.

    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 79,645 shares
    Change vs previous 13F -2,036 shares

    0.63% of the 13F portfolio, value $4,067,445.

    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 81,681 shares
    Change vs previous 13F -3,756 shares

    0.74% of the 13F portfolio, value $4,177,142.

    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 85,437 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,516,175.

    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).