Position in BHF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,139
+$361 QoQ
Shares Held
18
+38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#372
of 467 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IAG Wealth Partners, LLC holds $94,790 across 3 Insurance - Life names. BHF ranks #3 (1.2% of the industry book) .
All Filings in BHF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139 | 18 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $778 | 13 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $842 | 13 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $690 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $699 | 13 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $753 | 13 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $336 | 7 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $315 | 7 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $303 | 7 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $360 | 7 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $370 | 7 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $342 | 7 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $331 | 7 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $308 | 7 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $358 | 7 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $303 | 7 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $287 | 7 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $361 | 7 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $362 | 7 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316 | 7 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $318 | 7 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $309 | 7 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $253 | 7 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $188 | 7 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $194 | 7 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $169 | 7 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||