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Disclosery

Intrua Financial, LLC: UUP position timeline

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

Intrua Financial, LLC held 17,699 UUP 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 17,699 shares
    Change vs previous 13F -225,473 shares

    0.05% of the 13F portfolio, value $502,829.

    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 243,172 shares
    Change vs previous 13F -10,203 shares

    0.72% of the 13F portfolio, value $6,755,318.

    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 253,375 shares
    Change vs previous 13F +237,039 shares

    0.75% of the 13F portfolio, value $6,848,726.

    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 16,336 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $449,403.

    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 16,336 shares
    Change vs previous 13F -233,411 shares

    0.06% of the 13F portfolio, value $439,112.

    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 249,747 shares
    Change vs previous 13F -39,481 shares

    1.12% of the 13F portfolio, value $7,127,779.

    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 289,228 shares
    Change vs previous 13F +272,892 shares

    1.38% of the 13F portfolio, value $8,509,088.

    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 16,336 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $460,348.

    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).