Wagner Wealth Management, LLC
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,872,728 | 233,176 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $1,630,721 | 129,938 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $830,828 | 71,377 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $599,290 | 50,066 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $464,673 | 39,081 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $626,766 | 48,662 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $472,190 | 38,265 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $256,716 | 21,393 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $246,998 | 21,057 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $216,288 | 20,797 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $271,198 | 22,944 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $277,001 | 22,705 | Shares | Sole | 2023-05-17 |
| 2022-12-31 | $268,546 | 22,286 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $253,404 | 22,016 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $279,961 | 21,753 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $598,946 | 42,966 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $611,122 | 35,864 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $582,544 | 35,717 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $584,257 | 35,431 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $551,725 | 35,209 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $547,577 | 34,989 | Shares | Sole | 2021-02-09 |