Skip to content
Disclosery

CONSCIOUS WEALTH INVESTMENTS, LLC: IUSB position timeline

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

CONSCIOUS WEALTH INVESTMENTS, LLC held 135,156 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,156 shares
    Change vs previous 13F -598 shares

    3.17% of the 13F portfolio, value $6,164,529.

    13F-HR 0001951757-26-001219 filed by CONSCIOUS WEALTH INVESTMENTS, 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 135,754 shares
    Change vs previous 13F -50 shares

    3.51% of the 13F portfolio, value $6,301,746.

    13F-HR 0001951757-26-000721 filed by CONSCIOUS WEALTH INVESTMENTS, 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 135,804 shares
    Change vs previous 13F -625 shares

    3.8% of the 13F portfolio, value $6,333,761.

    13F-HR 0001951757-26-000436 filed by CONSCIOUS WEALTH INVESTMENTS, 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 136,429 shares
    Change vs previous 13F +26,826 shares

    3.79% of the 13F portfolio, value $6,388,999.

    13F-HR 0001951757-25-001326 filed by CONSCIOUS WEALTH INVESTMENTS, 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 109,603 shares
    Change vs previous 13F +877 shares

    3.23% of the 13F portfolio, value $5,052,539.

    13F-HR 0001951757-25-001012 filed by CONSCIOUS WEALTH INVESTMENTS, 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 108,726 shares
    Change vs previous 13F -16,419 shares

    3.44% of the 13F portfolio, value $4,949,193.

    13F-HR 0001951757-25-000552 filed by CONSCIOUS WEALTH INVESTMENTS, 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 125,145 shares
    Change vs previous 13F +1,199 shares

    3.84% of the 13F portfolio, value $5,656,554.

    13F-HR 0001951757-25-000177 filed by CONSCIOUS WEALTH INVESTMENTS, 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 123,946 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $5,694,079.

    13F-HR 0001951757-24-001123 filed by CONSCIOUS WEALTH INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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