Foguth Wealth Management, LLC.: UFIV position timeline

Foguth Wealth Management, LLC. held 40,075 UFIV 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 40,075 shares

   Change vs previous 13F -42,021 shares

   0.22% of the 13F portfolio, value $1,927,430.

   13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, LLC.
   Filed 2026-07-21 (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 82,096 shares

   Change vs previous 13F -27,473 shares

   0.46% of the 13F portfolio, value $3,971,521.

   13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, LLC.
   Filed 2026-06-01 (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).

3. period ended2025-12-31

   13F 109,569 shares

   Change vs previous 13F -14,726 shares

   0.84% of the 13F portfolio, value $5,395,730.

   13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
   Filed 2026-01-05 (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 ended2025-06-30

   13F 124,295 shares

   Change vs previous 13F -79,818 shares

   1.31% of the 13F portfolio, value $6,118,335.

   13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
   Filed 2025-07-22 (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).

5. period ended2025-03-31

   13F 204,113 shares

   Change vs previous 13F -34,021 shares

   2.42% of the 13F portfolio, value $9,975,409.

   13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 238,134 shares

   Change vs previous 13F +97,100 shares

   2.99% of the 13F portfolio, value $11,400,887.

   13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 141,034 shares

   Change vs previous 13F not available

   2.51% of the 13F portfolio, value $6,907,250.

   13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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