DBMF β€” IMGP DBI

Ownership history in IAG Wealth Partners, LLC  Β·  4 quarters on record

AI Ownership Summary

IAG Wealth Partners, LLC reported IMGP DBI (DBMF) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.84% in 2025 Q4. The latest visible filing shows DBMF at 1.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DBMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAG Wealth Partners, LLC's position in IMGP DBI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DBMF was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IAG Wealth Partners, LLC held DBMF β€” position size vs. price
% of Fund (quarterly)    DBMF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 565,318 +29,386 +5.5% 1.84% $15.9M 2026-02-14 (Est.) $30.26
2025 Q3 ADDED 535,932 +121,365 +29.3% 1.76% $14.6M 2025-11-12 $27.65
2025 Q2 ADDED 414,567 +68,655 +19.8% 1.41% $10.7M 2025-08-13 $24.79
2025 Q1 INITIATED 345,912 β€” β€” 1.36% $8.7M 2025-04-16 $23.77

🏒 Other funds also holding DBMF

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.74%

FAQ About IAG Wealth Partners, LLC and DBMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has IAG Wealth Partners, LLC reported owning DBMF?

IAG Wealth Partners, LLC reported DBMF across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DBMF position in IAG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for DBMF was 1.84% in 2025 Q4.

What is the latest reported DBMF position on this page?

The most recent filing on this page is 2025 Q4, when IAG Wealth Partners, LLC reported 565,318 shares, equal to 1.84% of portfolio, with an estimated market value of $15.9M.

What does the chart on this DBMF ownership page compare?

The chart compares IAG Wealth Partners, LLC's quarterly DBMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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