Position in ASB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,477
+$5,980 QoQ
Shares Held
1,218
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#322
of 393 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IAG Wealth Partners, LLC holds $220,482 across 4 Banks - Regional names. ASB ranks #2 (17.0% of the industry book) .
All Filings in ASB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,477 | 1,218 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,497 | 1,218 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $721 | 28 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $719 | 28 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $682 | 28 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $630 | 28 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $669 | 28 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $603 | 28 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $592 | 28 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $602 | 28 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $598 | 28 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $479 | 28 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,804 | 296 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||