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HILLTOP WEALTH ADVISORS, LLC: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HILLTOP WEALTH ADVISORS, LLC on IUSG, newest first. How the timeline and the estimate are built.

HILLTOP WEALTH ADVISORS, LLC held 228,398 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,398 shares
    Change vs previous 13F -12,853 shares

    21.49% of the 13F portfolio, value $42,959,386.

    13F-HR 0002085853-26-000997 filed by HILLTOP 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 241,251 shares
    Change vs previous 13F +2,674 shares

    22.42% of the 13F portfolio, value $37,420,462.

    13F-HR 0001786241-26-000003 filed by HILLTOP 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 238,577 shares
    Change vs previous 13F -2,797 shares

    20.12% of the 13F portfolio, value $40,066,552.

    13F-HR 0001786241-26-000001 filed by HILLTOP 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 241,374 shares
    Change vs previous 13F +327 shares

    20.7% of the 13F portfolio, value $39,715,663.

    13F-HR 0001786241-25-000008 filed by HILLTOP 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 241,047 shares
    Change vs previous 13F +12,375 shares

    20.37% of the 13F portfolio, value $36,253,423.

    13F-HR 0001786241-25-000005 filed by HILLTOP 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 228,672 shares
    Change vs previous 13F -11,666 shares

    16.41% of the 13F portfolio, value $29,059,614.

    13F-HR 0001786241-25-000004 filed by HILLTOP 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 240,338 shares
    Change vs previous 13F -3,112 shares

    16.93% of the 13F portfolio, value $33,491,039.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, 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 243,450 shares
    Change vs previous 13F not available

    14.98% of the 13F portfolio, value $32,113,470.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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