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Disclosery

IAG Wealth Partners, LLC: VUG position timeline

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

IAG Wealth Partners, LLC held 310,621 VUG 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 310,621 shares
    Change vs previous 13F +259,768 shares

    2.65% of the 13F portfolio, value $26,756,920.

    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 50,853 shares
    Change vs previous 13F +2,498 shares

    2.48% of the 13F portfolio, value $22,211,929.

    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 48,355 shares
    Change vs previous 13F -456 shares

    2.73% of the 13F portfolio, value $23,590,539.

    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 48,811 shares
    Change vs previous 13F -176 shares

    2.81% of the 13F portfolio, value $23,410,340.

    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 48,987 shares
    Change vs previous 13F -3,564 shares

    2.84% of the 13F portfolio, value $21,475,788.

    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 52,551 shares
    Change vs previous 13F +6,506 shares

    3.03% of the 13F portfolio, value $19,487,152.

    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 46,045 shares
    Change vs previous 13F +2,872 shares

    3.33% of the 13F portfolio, value $18,898,668.

    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 43,173 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $16,575,569.

    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).