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Genesis Wealth Advisors, LLC: IUSB position timeline

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

Genesis Wealth Advisors, LLC held 7,959 IUSB 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 7,959 shares
    Change vs previous 13F -741 shares

    0.22% of the 13F portfolio, value $367,296.

    13F-HR 0001951757-26-001152 filed by Genesis Wealth Advisors, 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 8,700 shares
    Change vs previous 13F +167 shares

    0.27% of the 13F portfolio, value $401,857.

    13F-HR 0001951757-26-000772 filed by Genesis Wealth Advisors, 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 8,533 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $397,125.

    13F-HR 0001951757-26-000433 filed by Genesis Wealth Advisors, 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 8,531 shares
    Change vs previous 13F +148 shares

    0.28% of the 13F portfolio, value $398,474.

    13F-HR 0001951757-25-001211 filed by Genesis Wealth Advisors, 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 8,383 shares
    Change vs previous 13F -1,315 shares

    0.29% of the 13F portfolio, value $387,553.

    13F-HR 0001951757-25-000859 filed by Genesis Wealth Advisors, 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 9,698 shares
    Change vs previous 13F -2,998 shares

    0.36% of the 13F portfolio, value $446,862.

    13F-HR 0001951757-25-000512 filed by Genesis Wealth Advisors, 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 12,696 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $573,882.

    13F-HR 0001951757-25-000179 filed by Genesis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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