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Forefront Wealth Partners, LLC: IUSV position timeline

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

Forefront Wealth Partners, LLC held 39,329 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,329 shares
    Change vs previous 13F +2,181 shares

    1.34% of the 13F portfolio, value $4,332,079.

    13F-HR 0002063364-26-000314 filed by Forefront 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 37,148 shares
    Change vs previous 13F -4,069 shares

    1.59% of the 13F portfolio, value $3,798,355.

    13F-HR 0002063364-26-000107 filed by Forefront 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 41,217 shares
    Change vs previous 13F +2,371 shares

    2% of the 13F portfolio, value $4,226,343.

    13F-HR 0002063364-26-000056 filed by Forefront 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 38,846 shares
    Change vs previous 13F -11,223 shares

    0.98% of the 13F portfolio, value $3,882,642.

    13F-HR 0002063364-25-000240 filed by Forefront 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 50,069 shares
    Change vs previous 13F +686 shares

    3.18% of the 13F portfolio, value $4,635,888.

    13F-HR 0002063364-25-000212 filed by Forefront 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 49,383 shares
    Change vs previous 13F -686 shares

    3.1% of the 13F portfolio, value $4,557,557.

    13F-HR 0002063364-25-000089 filed by Forefront 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 50,069 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $4,635,888.

    13F-HR 0002063364-25-000087 filed by Forefront Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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