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Disclosery

Intrua Financial, LLC: IWB position timeline

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

Intrua Financial, LLC held 11,097 IWB 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 11,097 shares
    Change vs previous 13F -804 shares

    0.43% of the 13F portfolio, value $4,544,202.

    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 11,901 shares
    Change vs previous 13F -237 shares

    0.45% of the 13F portfolio, value $4,243,263.

    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 12,138 shares
    Change vs previous 13F -352 shares

    0.5% of the 13F portfolio, value $4,532,640.

    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 12,490 shares
    Change vs previous 13F +455 shares

    0.53% of the 13F portfolio, value $4,564,971.

    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 12,035 shares
    Change vs previous 13F -1,254 shares

    0.59% of the 13F portfolio, value $4,086,799.

    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 13,289 shares
    Change vs previous 13F -679 shares

    0.64% of the 13F portfolio, value $4,076,258.

    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).

  7. period ended2024-12-31
    13F 13,968 shares
    Change vs previous 13F -1,266 shares

    0.73% of the 13F portfolio, value $4,499,894.

    13F-HR 0001085146-25-003408 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).

  8. period ended2024-09-30
    13F 15,234 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,789,289.

    13F-HR 0001085146-25-003407 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).