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Equibles

IAG Wealth Partners, LLC

Position in TWIN — Twin Disc Inc

CIK 1827261 Waukesha, WI
Back to TWIN Full portfolio

Position in TWIN

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,531
+$537 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 92 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TWIN Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $254,252 across 10 Specialty Industrial Machinery names. TWIN ranks #10 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SYM
Symbotic Inc.
 1,752 $78,752
2 PH
Parker-Hannifin Corp
 50 $48,906
3 GNRC
Generac Holdings Inc.
 133 $38,943
4 ROK
Rockwell Automation, Inc
 57 $28,219
5 GEV
GE Vernova Inc.
 20 $23,497
6 ITW
Illinois Tool Works Inc
 58 $15,687
7 DOV
DOVER Corp
 30 $6,728
8 WTS
Watts Water Technologies Inc
 16 $6,263

All Filings in TWIN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,531 66
2026-03-31 $994 66
2025-12-31 $1,100 66
2025-09-30 $920 66
2025-06-30 $582 66
2025-03-31 $499 66
2024-12-31 $775 66
2024-09-30 $824 66
2024-06-30 $777 66
2024-03-31 $1,090 66
2023-12-31 $1,066 66
2023-09-30 $905 66
2023-06-30 $743 66
2023-03-31 $628 66
2022-12-31 $641 66
2022-09-30 $757 66
2022-06-30 $597 66
2022-03-31 $1,098 66
2021-12-31 $723 66
2021-09-30 $703 66
2021-06-30 $939 66
2021-03-31 $630 66
2020-12-31 $518 66
2020-09-30 $333 66
2020-06-30 $365 66
2020-03-31 $460 66