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Foguth Wealth Management, LLC.: IUS position timeline

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

Foguth Wealth Management, LLC. held 19,675 IUS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,675 shares
    Change vs previous 13F -12,754 shares

    0.15% of the 13F portfolio, value $1,313,760.

    13F-HR 0002016322-26-000007 filed by Foguth 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 ended2026-03-31
    13F 32,429 shares
    Change vs previous 13F -19,994 shares

    0.25% of the 13F portfolio, value $2,131,285.

    13F-HR 0002016322-26-000006 filed by Foguth 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 ended2025-12-31
    13F 52,423 shares
    Change vs previous 13F +23,759 shares

    0.47% of the 13F portfolio, value $3,012,795.

    13F-HR 0002016322-26-000001 filed by Foguth 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 ended2025-06-30
    13F 28,664 shares
    Change vs previous 13F -79,384 shares

    0.32% of the 13F portfolio, value $1,476,217.

    13F-HR 0002016322-25-000008 filed by Foguth 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 ended2025-03-31
    13F 108,048 shares
    Change vs previous 13F +10,376 shares

    1.29% of the 13F portfolio, value $5,333,274.

    13F-HR 0002016322-25-000006 filed by Foguth 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 ended2024-12-31
    13F 97,672 shares
    Change vs previous 13F +14,423 shares

    1.32% of the 13F portfolio, value $5,035,015.

    13F-HR 0002016322-25-000002 filed by Foguth 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 ended2024-09-30
    13F 83,249 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $4,159,141.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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