Bridgewealth Advisory Group, LLC: IUSB position timeline

Bridgewealth Advisory Group, LLC held 4,564 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,564 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $210,629.

   13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,564 shares

   Change vs previous 13F -3,011 shares

   0.04% of the 13F portfolio, value $210,811.

   13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,575 shares

   Change vs previous 13F -654 shares

   0.08% of the 13F portfolio, value $352,541.

   13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,229 shares

   Change vs previous 13F -7,149 shares

   0.09% of the 13F portfolio, value $384,377.

   13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 15,378 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $710,925.

   13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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