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Fusion Family Wealth, LLC: IEMG position timeline

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

Fusion Family Wealth, LLC held 1,094,150 IEMG 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 1,094,150 shares
    Change vs previous 13F -23,217 shares

    6.02% of the 13F portfolio, value $90,639,349.

    13F-HR 0001951757-26-001150 filed by Fusion Family Wealth, 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 1,117,367 shares
    Change vs previous 13F -36,147 shares

    5.82% of the 13F portfolio, value $77,936,326.

    13F-HR 0001951757-26-000773 filed by Fusion Family Wealth, 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 1,153,514 shares
    Change vs previous 13F +40,128 shares

    5.88% of the 13F portfolio, value $77,539,236.

    13F-HR 0001951757-26-000355 filed by Fusion Family Wealth, 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 1,113,386 shares
    Change vs previous 13F -56,831 shares

    5.5% of the 13F portfolio, value $73,394,426.

    13F-HR 0001951757-25-001286 filed by Fusion Family Wealth, 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 1,170,217 shares
    Change vs previous 13F +17,102 shares

    5.94% of the 13F portfolio, value $70,248,148.

    13F-HR 0001951757-25-001002 filed by Fusion Family Wealth, 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 1,153,115 shares
    Change vs previous 13F +61,313 shares

    5.72% of the 13F portfolio, value $62,233,593.

    13F-HR 0001951757-25-000468 filed by Fusion Family Wealth, 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 1,091,802 shares
    Change vs previous 13F -14,817 shares

    5.23% of the 13F portfolio, value $57,013,878.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,106,619 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $63,530,976.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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