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Disclosery

Lighthouse Wealth Management Inc.: IUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lighthouse Wealth Management Inc. on IUS, newest first. How the timeline and the estimate are built.

Lighthouse Wealth Management Inc. held 171,964 IUS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,964 shares
    Change vs previous 13F -2,609 shares

    7% of the 13F portfolio, value $11,277,414.

    13F-HR 0002042810-26-000003 filed by Lighthouse Wealth Management Inc.
    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 174,573 shares
    Change vs previous 13F +4,675 shares

    6.87% of the 13F portfolio, value $10,110,182.

    13F-HR 0002042810-26-000002 filed by Lighthouse Wealth Management Inc.
    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 169,898 shares
    Change vs previous 13F +461 shares

    6.63% of the 13F portfolio, value $9,711,420.

    13F-HR 0002042810-26-000001 filed by Lighthouse Wealth Management Inc.
    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 169,437 shares
    Change vs previous 13F -628 shares

    7.59% of the 13F portfolio, value $9,354,599.

    13F-HR 0002042810-25-000007 filed by Lighthouse Wealth Management Inc.
    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 170,065 shares
    Change vs previous 13F -2,329 shares

    7.58% of the 13F portfolio, value $8,758,338.

    13F-HR 0002042810-25-000006 filed by Lighthouse Wealth Management Inc.
    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 172,394 shares
    Change vs previous 13F +1,861 shares

    7.8% of the 13F portfolio, value $8,509,343.

    13F-HR 0002042810-25-000003 filed by Lighthouse Wealth Management Inc.
    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 170,533 shares
    Change vs previous 13F not available

    7.76% of the 13F portfolio, value $8,470,350.

    13F-HR 0002042810-25-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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