Position in PBA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,250
+$298 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#395
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026IAG Wealth Partners, LLC holds $237,319 across 6 Oil & Gas Midstream names. PBA ranks #5 (3.9% of the industry book) .
All Filings in PBA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,250 | 200 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,952 | 200 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,612 | 200 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,092 | 200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,502 | 200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,006 | 200 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,390 | 200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,248 | 200 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,416 | 200 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,068 | 200 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,884 | 200 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,012 | 200 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,288 | 200 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,480 | 200 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,790 | 200 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,074 | 200 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $7,070 | 200 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,520 | 200 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,066 | 200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,338 | 200 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,354 | 200 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,652 | 300 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,098 | 300 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,369 | 300 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $10,625 | 425 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $7,994 | 425 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||