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Birchcreek Wealth Management, LLC: IUSG position timeline

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

Birchcreek Wealth Management, LLC held 118,414 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,414 shares
    Change vs previous 13F -235 shares

    8.68% of the 13F portfolio, value $22,272,490.

    13F-HR 0001951757-26-001103 filed by Birchcreek Wealth Management, LLC
    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 118,649 shares
    Change vs previous 13F +549 shares

    8.86% of the 13F portfolio, value $18,403,597.

    13F-HR 0001951757-26-000808 filed by Birchcreek 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 ended2025-12-31
    13F 118,100 shares
    Change vs previous 13F -2,374 shares

    9.74% of the 13F portfolio, value $19,833,758.

    13F-HR 0001951757-26-000214 filed by Birchcreek 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 ended2025-09-30
    13F 120,474 shares
    Change vs previous 13F +3,292 shares

    10.24% of the 13F portfolio, value $19,822,758.

    13F-HR 0001951757-25-001192 filed by Birchcreek 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 ended2025-06-30
    13F 117,182 shares
    Change vs previous 13F +4,580 shares

    9.98% of the 13F portfolio, value $17,624,175.

    13F-HR 0001951757-25-001045 filed by Birchcreek 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 ended2025-03-31
    13F 112,602 shares
    Change vs previous 13F +9,994 shares

    9.03% of the 13F portfolio, value $14,309,399.

    13F-HR 0001951757-25-000520 filed by Birchcreek 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 ended2024-12-31
    13F 102,608 shares
    Change vs previous 13F -1,530 shares

    8.98% of the 13F portfolio, value $14,298,484.

    13F-HR 0001951757-25-000175 filed by Birchcreek 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 ended2024-09-30
    13F 104,138 shares
    Change vs previous 13F not available

    9% of the 13F portfolio, value $13,736,900.

    13F-HR 0001951757-24-001182 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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