IAG Wealth Partners, LLC

Position in PRU — Prudential Financial Inc

CIK 1827261 Waukesha, WI

Position in PRU

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

Position Value

$86,883

+$8,927 QoQ

Shares Held

805

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,089

of 1,402 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 $94,790 across 3 Insurance - Life names. PRU ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc This page	805	$86,883
2	MET	Metlife Inc	80	$6,768
3	BHF	Brighthouse Financial, Inc.	18	$1,139

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$86,883	805	+0.9%	Shares	Sole	2026-08-06
2026-03-31	$77,956	798	+6.1%	Shares	Sole	2026-04-29
2025-12-31	$84,885	752	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$77,390	746	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$79,505	740	+1.0%	Shares	Sole	2025-08-13
2025-03-31	$81,861	733	+146.8%	Shares	Sole	2025-04-16
2024-12-31	$35,203	297	+27.5%	Shares	Sole	2025-02-10
2024-09-30	$28,216	233	0.0%	Shares	Sole	2024-10-29
2024-06-30	$27,305	233	0.0%	Shares	Sole	2024-07-16
2024-03-31	$27,354	233	0.0%	Shares	Sole	2024-04-24
2023-12-31	$24,164	233	0.0%	Shares	Sole	2024-02-02
2023-09-30	$22,109	233	0.0%	Shares	Sole	2023-10-24
2023-06-30	$20,555	233	0.0%	Shares	Sole	2023-08-10
2023-03-31	$19,278	233	0.0%	Shares	Sole	2023-04-25
2022-12-31	$23,174	233	0.0%	Shares	Sole	2023-02-08
2022-09-30	$19,986	233	0.0%	Shares	Sole	2022-10-26
2022-06-30	$22,293	233	-0.9%	Shares	Sole	2022-08-03
2022-03-31	$27,769	235	0.0%	Shares	Sole	2022-05-04
2021-12-31	$25,436	235	0.0%	Shares	Sole	2022-02-14
2021-09-30	$24,722	235	0.0%	Shares	Sole	2021-11-04
2021-06-30	$24,080	235	0.0%	Shares	Sole	2021-08-04
2021-03-31	$21,408	235	+0.9%	Shares	Sole	2021-04-29
2020-12-31	$18,190	233	-43.4%	Shares	Sole	2021-02-11
2020-09-30	$26,170	412	0.0%	Shares	Sole	2021-02-11
2020-06-30	$25,090	412	0.0%	Shares	Sole	2021-02-11
2020-03-31	$21,481	412	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.