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Wagner Wealth Management, LLC: IIM position timeline

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

Wagner Wealth Management, LLC held 341,853 IIM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,853 shares
    Change vs previous 13F +85,756 shares

    0.81% of the 13F portfolio, value $4,351,786.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 256,097 shares
    Change vs previous 13F +22,921 shares

    0.63% of the 13F portfolio, value $3,114,136.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 233,176 shares
    Change vs previous 13F +103,238 shares

    0.61% of the 13F portfolio, value $2,872,724.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 129,938 shares
    Change vs previous 13F +58,561 shares

    0.38% of the 13F portfolio, value $1,630,723.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 71,377 shares
    Change vs previous 13F +21,311 shares

    0.19% of the 13F portfolio, value $830,834.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 50,066 shares
    Change vs previous 13F +10,985 shares

    0.15% of the 13F portfolio, value $599,291.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 39,081 shares
    Change vs previous 13F -9,581 shares

    0.12% of the 13F portfolio, value $464,672.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 48,662 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $626,768.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).