Skip to content
Disclosery

IAG Wealth Partners, LLC: USFR position timeline

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

IAG Wealth Partners, LLC held 2,040 USFR 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 2,040 shares
    Change vs previous 13F -929 shares

    0.01% of the 13F portfolio, value $102,721.

    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 2,969 shares
    Change vs previous 13F -5,705 shares

    0.02% of the 13F portfolio, value $149,470.

    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 8,674 shares
    Change vs previous 13F -85 shares

    0.05% of the 13F portfolio, value $436,453.

    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 8,759 shares
    Change vs previous 13F -3,137 shares

    0.05% of the 13F portfolio, value $440,328.

    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 11,896 shares
    Change vs previous 13F -6,923 shares

    0.08% of the 13F portfolio, value $598,505.

    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 18,819 shares
    Change vs previous 13F -14,940 shares

    0.15% of the 13F portfolio, value $947,176.

    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 33,759 shares
    Change vs previous 13F +20,443 shares

    0.3% of the 13F portfolio, value $1,698,746.

    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 13,316 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $668,724.

    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).