ForthRight Wealth Management, LLC: IUSV position timeline

ForthRight Wealth Management, LLC held 294,358 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 294,358 shares

   Change vs previous 13F -7,915 shares

   8.3% of the 13F portfolio, value $32,423,506.

   13F-HR 0001951757-26-001151 filed by ForthRight Wealth Management, LLC
   Filed 2026-08-07 (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 302,273 shares

   Change vs previous 13F +1,816 shares

   8.77% of the 13F portfolio, value $30,907,374.

   13F-HR 0001951757-26-000827 filed by ForthRight Wealth Management, LLC
   Filed 2026-05-12 (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 300,457 shares

   Change vs previous 13F +330 shares

   8.86% of the 13F portfolio, value $30,808,844.

   13F-HR 0001951757-26-000057 filed by ForthRight Wealth Management, LLC
   Filed 2026-01-13 (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 300,127 shares

   Change vs previous 13F +8,258 shares

   8.72% of the 13F portfolio, value $29,997,662.

   13F-HR 0001951757-25-001322 filed by ForthRight Wealth Management, LLC
   Filed 2025-11-07 (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 291,869 shares

   Change vs previous 13F +5,932 shares

   8.61% of the 13F portfolio, value $27,619,529.

   13F-HR 0001951757-25-000975 filed by ForthRight Wealth Management, LLC
   Filed 2025-07-28 (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).

6. period ended2025-03-31

   13F 285,937 shares

   Change vs previous 13F +4,382 shares

   8.83% of the 13F portfolio, value $26,389,097.

   13F-HR 0001951757-25-000372 filed by ForthRight Wealth Management, LLC
   Filed 2025-04-15 (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).

7. period ended2024-12-31

   13F 281,555 shares

   Change vs previous 13F +198 shares

   8.69% of the 13F portfolio, value $26,069,132.

   13F-HR 0001951757-25-000065 filed by ForthRight Wealth Management, LLC
   Filed 2025-01-17 (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).

8. period ended2024-09-30

   13F 281,357 shares

   Change vs previous 13F not available

   8.94% of the 13F portfolio, value $26,866,792.

   13F-HR 0001951757-24-001132 filed by ForthRight Wealth Management, LLC
   Filed 2024-10-28 (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).