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Disclosery

IAG Wealth Partners, LLC: WTS position timeline

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

IAG Wealth Partners, LLC held 16 WTS 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 16 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,263.

    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 16 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $4,645.

    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 35 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,661.

    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 35 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,775.

    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 35 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $8,606.

    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 57 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,623.

    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 57 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,588.

    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 57 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,810.

    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).