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1900 WEALTH MANAGEMENT LLC: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on IUSG, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 31,405 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,405 shares
    Change vs previous 13F -121 shares

    0.33% of the 13F portfolio, value $6,084,689.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,526 shares
    Change vs previous 13F -1,331 shares

    0.33% of the 13F portfolio, value $5,929,663.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 32,857 shares
    Change vs previous 13F -1,277 shares

    0.33% of the 13F portfolio, value $5,096,527.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 34,134 shares
    Change vs previous 13F -1,459 shares

    0.37% of the 13F portfolio, value $5,732,521.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 35,593 shares
    Change vs previous 13F -2,046 shares

    0.4% of the 13F portfolio, value $5,856,492.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 37,639 shares
    Change vs previous 13F -1,594 shares

    0.43% of the 13F portfolio, value $5,660,892.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 39,233 shares
    Change vs previous 13F -277 shares

    0.41% of the 13F portfolio, value $4,985,693.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 39,510 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,505,651.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).