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IAG Wealth Partners, LLC: VNLA position timeline

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

IAG Wealth Partners, LLC held 34,251 VNLA 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 34,251 shares
    Change vs previous 13F +20,695 shares

    0.17% of the 13F portfolio, value $1,673,673.

    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 13,556 shares
    Change vs previous 13F +6,907 shares

    0.07% of the 13F portfolio, value $662,346.

    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 6,649 shares
    Change vs previous 13F -690 shares

    0.04% of the 13F portfolio, value $326,731.

    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 7,339 shares
    Change vs previous 13F -26,021 shares

    0.04% of the 13F portfolio, value $361,739.

    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 33,360 shares
    Change vs previous 13F +22,508 shares

    0.22% of the 13F portfolio, value $1,641,313.

    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 10,852 shares
    Change vs previous 13F +8,398 shares

    0.08% of the 13F portfolio, value $533,377.

    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 2,454 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $120,025.

    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).