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Disclosery

Intrua Financial, LLC: INCM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrua Financial, LLC on INCM, newest first. How the timeline and the estimate are built.

Intrua Financial, LLC held 160,362 INCM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,362 shares
    Change vs previous 13F +24,771 shares

    0.44% of the 13F portfolio, value $4,627,248.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 135,591 shares
    Change vs previous 13F +14,405 shares

    0.42% of the 13F portfolio, value $3,898,242.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 121,186 shares
    Change vs previous 13F +27,568 shares

    0.37% of the 13F portfolio, value $3,398,065.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 93,618 shares
    Change vs previous 13F +34,638 shares

    0.3% of the 13F portfolio, value $2,596,949.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 58,980 shares
    Change vs previous 13F +48,138 shares

    0.23% of the 13F portfolio, value $1,595,418.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 10,842 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $288,722.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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