Cardinal Strategic Wealth Guidance: IUSG position timeline

Cardinal Strategic Wealth Guidance held 289,900 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 289,900 shares

   Change vs previous 13F -49,319 shares

   12.36% of the 13F portfolio, value $54,527,318.

   13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
   Filed 2026-07-30 (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 339,219 shares

   Change vs previous 13F +4,691 shares

   13.88% of the 13F portfolio, value $52,616,281.

   13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
   Filed 2026-04-20 (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 334,528 shares

   Change vs previous 13F +1,841 shares

   14.68% of the 13F portfolio, value $56,180,656.

   13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
   Filed 2026-01-27 (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 332,687 shares

   Change vs previous 13F -1,678 shares

   14.72% of the 13F portfolio, value $54,740,342.

   13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
   Filed 2025-10-22 (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 334,365 shares

   Change vs previous 13F -22,552 shares

   14.51% of the 13F portfolio, value $50,288,518.

   13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
   Filed 2025-07-21 (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).

6. period ended2025-03-31

   13F 356,917 shares

   Change vs previous 13F +12,780 shares

   14.49% of the 13F portfolio, value $45,357,031.

   13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 344,137 shares

   Change vs previous 13F -5,599 shares

   15.28% of the 13F portfolio, value $47,955,511.

   13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 349,736 shares

   Change vs previous 13F not available

   15.1% of the 13F portfolio, value $46,133,695.

   13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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