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Certus Wealth Management, LLC: IUSB position timeline

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

Certus Wealth Management, LLC held 21,857 IUSB shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 21,857 shares
    Change vs previous 13F -3,879 shares

    0.61% of the 13F portfolio, value $1,020,940.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 25,736 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,189,775.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 25,736 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,168,672.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 25,736 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,169,959.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 25,736 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,212,680.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 25,736 shares
    Change vs previous 13F +2,649 shares

    0.88% of the 13F portfolio, value $1,163,782.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 23,087 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,034,759.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 23,087 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,063,618.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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