IAG Wealth Partners, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1827261 Waukesha, WI

Position in LPLA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$23,661

-$1,608 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#642

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $497,449 across 6 Capital Markets names. LPLA ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMNR	Bitmine Immersion Technologies, Inc.	16,882	$224,699
2	GS	Goldman Sachs Group Inc	167	$168,898
3	MS	Morgan Stanley	190	$39,717
4	SCHW	Schwab Charles Corp	400	$36,908
5	LPLA	LPL Financial Holdings Inc. This page	84	$23,661
6	IREN	IREN Ltd	78	$3,566

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,661	84	0.0%	Shares	Sole	2026-08-06
2026-03-31	$25,269	84	0.0%	Shares	Sole	2026-04-29
2025-12-31	$30,002	84	0.0%	Shares	Sole	2026-02-10
2025-09-30	$27,945	84	0.0%	Shares	Sole	2025-11-12
2025-06-30	$31,497	84	0.0%	Shares	Sole	2025-08-13
2025-03-31	$27,479	84	0.0%	Shares	Sole	2025-04-16
2024-12-31	$27,426	84	+1.2%	Shares	Sole	2025-02-10
2024-09-30	$19,308	83	-7.8%	Shares	Sole	2024-10-29
2024-06-30	$25,137	90	+8.4%	Shares	Sole	2024-07-16
2024-03-31	$21,928	83	0.0%	Shares	Sole	2024-04-24
2023-12-31	$18,892	83	0.0%	Shares	Sole	2024-02-02
2023-09-30	$19,724	83	0.0%	Shares	Sole	2023-10-24
2023-06-30	$18,046	83	0.0%	Shares	Sole	2023-08-10
2023-03-31	$16,799	83	0.0%	Shares	Sole	2023-04-25
2022-12-31	$17,942	83	0.0%	Shares	Sole	2023-02-08
2022-09-30	$18,133	83	0.0%	Shares	Sole	2022-10-26
2022-06-30	$15,311	83	0.0%	Shares	Sole	2022-08-03
2022-03-31	$15,162	83	0.0%	Shares	Sole	2022-05-04
2021-12-31	$13,287	83	0.0%	Shares	Sole	2022-02-14
2021-09-30	$13,011	83	0.0%	Shares	Sole	2021-11-04
2021-06-30	$11,203	83	0.0%	Shares	Sole	2021-08-04
2021-03-31	$11,799	83	0.0%	Shares	Sole	2021-04-29
2020-12-31	$8,650	83	0.0%	Shares	Sole	2021-02-11
2020-09-30	$6,363	83	0.0%	Shares	Sole	2021-02-11
2020-06-30	$6,507	83	0.0%	Shares	Sole	2021-02-11
2020-03-31	$4,517	83	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.