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ALTERNA WEALTH MANAGEMENT, INC: IUSB position timeline

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

ALTERNA WEALTH MANAGEMENT, INC held 253,902 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,902 shares
    Change vs previous 13F +132,351 shares

    6.72% of the 13F portfolio, value $11,717,571.

    13F-HR 0001767699-26-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 121,551 shares
    Change vs previous 13F +41,845 shares

    4.25% of the 13F portfolio, value $5,614,446.

    13F-HR 0001767699-26-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 79,706 shares
    Change vs previous 13F +7,534 shares

    3.09% of the 13F portfolio, value $3,709,501.

    13F-HR 0001767699-26-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 72,172 shares
    Change vs previous 13F +5,546 shares

    2.78% of the 13F portfolio, value $3,371,173.

    13F-HR 0001767699-25-000006 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 66,626 shares
    Change vs previous 13F -10,499 shares

    2.47% of the 13F portfolio, value $3,080,120.

    13F-HR 0001767699-25-000005 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 77,125 shares
    Change vs previous 13F -3,291 shares

    2.7% of the 13F portfolio, value $3,553,920.

    13F-HR 0001767699-25-000003 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 80,416 shares
    Change vs previous 13F -56,660 shares

    3.07% of the 13F portfolio, value $3,634,803.

    13F-HR 0001767699-25-000001 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 137,076 shares
    Change vs previous 13F not available

    5.8% of the 13F portfolio, value $6,459,021.

    13F-HR 0001767699-24-000002 filed by ALTERNA WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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