IAG Wealth Partners, LLC NBCM — NEUBERGER BERMAN

Ownership history in IAG Wealth Partners, LLC  ·  10 quarters on record

AI Ownership Summary

IAG Wealth Partners, LLC reported NEUBERGER BERMAN (NBCM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2024 Q4. The latest visible filing shows NBCM at 0.38% 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 NBCM 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 NEUBERGER BERMAN, 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
2026 Q1

NBCM was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

NBCM stock page IAG Wealth Partners, LLC fund profile IAG Wealth Partners, LLC full holdings
How IAG Wealth Partners, LLC held NBCM — position size vs. price
% of Fund (quarterly)    NBCM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 121,157 -28,089 -18.8% 0.38% $3.4M 2026-04-29 $29.66
2025 Q4 ADDED — — — 149,246 +11,671 +8.5% 0.39% $3.4M 2026-02-10 $24.27
2025 Q3 ADDED — — — 137,575 +13,082 +10.5% 0.39% $3.2M 2025-11-12 $22.56
2025 Q2 ADDED — — — 124,493 +5,220 +4.4% 0.37% $2.8M 2025-08-13 $20.47
2025 Q1 ADDED — — — 119,273 +3,824 +3.3% 0.42% $2.7M 2025-04-16 $20.13
2024 Q4 ADDED — — — 115,449 +16,523 +16.7% 0.43% $2.4M 2025-02-10 $20.63
2024 Q3 ADDED — — — 98,926 +14,338 +17.0% 0.40% $2.2M 2024-10-29 $19.10
2024 Q2 ADDED — — — 84,588 +10,153 +13.6% 0.37% $1.9M 2024-07-16 $19.13
2024 Q1 ADDED — — — 74,435 +72,569 +3889.0% 0.35% $1.6M 2024-04-24 $19.51
2023 Q4 INITIATED — — — 1,866 — — 0.01% $39K 2024-02-02 $17.91

🏢 Other funds also holding NBCM

As of 2026 Q1 — sorted by position size

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.19% Neuberger Berman Group LLC 3Y 7Y 0.08% Brookwood Investment Group LLC 0.06% Wealth Enhancement Trust Services, Inc. 0.04% CONSULTIVA WEALTH MANAGEMENT, CORP. 3Y 0.03% Private Advisor Group, LLC 3Y 7Y 0.03% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.02% World Investment Advisors 3Y 7Y 0.02% NorthCrest Asset Manangement, LLC 3Y 0.02% Vise Technologies, Inc. 3Y 0.01%

FAQ About IAG Wealth Partners, LLC and NBCM

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 NBCM?

IAG Wealth Partners, LLC reported NBCM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for NBCM was 0.43% in 2024 Q4.

What is the latest reported NBCM position on this page?

The most recent filing on this page is 2026 Q1, when IAG Wealth Partners, LLC reported 121,157 shares, equal to 0.38% of portfolio, with an estimated market value of $3.4M.

What does the chart on this NBCM ownership page compare?

The chart compares IAG Wealth Partners, LLC's quarterly NBCM 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.

How well did IAG Wealth Partners, LLC time their NBCM position?

Based on 13F filing dates vs. subsequent NBCM price moves, IAG Wealth Partners, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on NBCM relative to SPY over the holding period was +9.1%.

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