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COREPATH WEALTH PARTNERS LLC: IUSV position timeline

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

COREPATH WEALTH PARTNERS LLC held 57,271 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,271 shares
    Change vs previous 13F -231 shares

    3.96% of the 13F portfolio, value $6,349,074.

    13F-HR 0001951757-26-000975 filed by COREPATH WEALTH PARTNERS 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 57,502 shares
    Change vs previous 13F +256 shares

    4.06% of the 13F portfolio, value $6,023,287.

    13F-HR 0001951757-26-000581 filed by COREPATH WEALTH PARTNERS 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 57,246 shares
    Change vs previous 13F -270 shares

    4.04% of the 13F portfolio, value $6,021,091.

    13F-HR 0001951757-26-000152 filed by COREPATH WEALTH PARTNERS 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 57,516 shares
    Change vs previous 13F -31,857 shares

    4.21% of the 13F portfolio, value $5,801,033.

    13F-HR 0001951757-25-001372 filed by COREPATH WEALTH PARTNERS 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 89,373 shares
    Change vs previous 13F -425 shares

    7.26% of the 13F portfolio, value $8,610,167.

    13F-HR 0001951757-25-000577 filed by COREPATH WEALTH PARTNERS 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 89,798 shares
    Change vs previous 13F -645 shares

    7.37% of the 13F portfolio, value $7,739,684.

    13F-HR 0001951757-25-000444 filed by COREPATH WEALTH PARTNERS 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 90,443 shares
    Change vs previous 13F +3,548 shares

    8.15% of the 13F portfolio, value $8,359,643.

    13F-HR 0001951757-25-000060 filed by COREPATH WEALTH PARTNERS 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 86,895 shares
    Change vs previous 13F not available

    8.16% of the 13F portfolio, value $8,401,031.

    13F-HR 0001951757-24-001030 filed by COREPATH WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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