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DAYMARK WEALTH PARTNERS, LLC: IUSB position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 30,286 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,286 shares
    Change vs previous 13F -816 shares

    0.03% of the 13F portfolio, value $1,397,721.

    13F-HR 0001956824-26-000003 filed by DAYMARK 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 31,102 shares
    Change vs previous 13F -1,035 shares

    0.05% of the 13F portfolio, value $1,436,610.

    13F-HR 0001956824-26-000002 filed by DAYMARK 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 32,137 shares
    Change vs previous 13F -1,482 shares

    0.05% of the 13F portfolio, value $1,495,640.

    13F-HR 0001956824-26-000001 filed by DAYMARK 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 33,619 shares
    Change vs previous 13F -1,354 shares

    0.05% of the 13F portfolio, value $1,570,354.

    13F-HR 0001956824-25-000009 filed by DAYMARK 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 34,973 shares
    Change vs previous 13F +2,453 shares

    0.06% of the 13F portfolio, value $1,616,801.

    13F-HR 0001956824-25-000007 filed by DAYMARK 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/A 32,520 shares
    Change vs previous 13F -3,531 shares

    0.06% of the 13F portfolio, value $1,498,515.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK 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/A 36,051 shares
    Change vs previous 13F +19,059 shares

    0.07% of the 13F portfolio, value $1,629,492.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK 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 16,992 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $800,644.

    13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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