Fingerlakes Wealth Management, Inc.: IUSG position timeline

Fingerlakes Wealth Management, Inc. held 1,698 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,698 shares

   Change vs previous 13F +220 shares

   0.17% of the 13F portfolio, value $319,341.

   13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, Inc.
   Filed 2026-07-23 (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 1,478 shares

   Change vs previous 13F +2 shares

   0.15% of the 13F portfolio, value $229,207.

   13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, Inc.
   Filed 2026-04-21 (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 1,476 shares

   Change vs previous 13F +2 shares

   0.16% of the 13F portfolio, value $247,893.

   13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, Inc.
   Filed 2026-02-05 (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 1,474 shares

   Change vs previous 13F +96 shares

   0.16% of the 13F portfolio, value $242,497.

   13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, Inc.
   Filed 2025-10-24 (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 1,378 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $207,211.

   13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, Inc.
   Filed 2025-07-30 (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).