Position in VIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,814
+$314 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 127 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IAG Wealth Partners, LLC holds $363,915 across 9 Software - Application names. VIA ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
2,388 | $207,588 | |
| 2 | ADP |
Automatic Data Processing Inc
|
333 | $74,575 | |
| 3 | CRM |
Salesforce, Inc.
|
130 | $20,365 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
43 | $16,138 | |
| 5 | ROP |
Roper Technologies Inc
|
45 | $15,227 | |
| 6 | LYFT |
Lyft, Inc.
|
900 | $13,149 | |
| 7 | NOW |
ServiceNow, Inc.
|
107 | $10,622 | |
| 8 | INTU |
Intuit Inc.
|
17 | $4,437 |
All Filings in VIA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,814 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,500 | 100 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||