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Disclosery

Merited Wealth, LLC: IUSB position timeline

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

Merited Wealth, LLC held 72,653 IUSB 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 72,653 shares
    Change vs previous 13F +66,771 shares

    2.37% of the 13F portfolio, value $3,352,936.

    13F-HR 0001214659-26-010438 filed by Merited Wealth, 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 5,882 shares
    Change vs previous 13F +1,955 shares

    0.23% of the 13F portfolio, value $271,690.

    13F-HR 0001214659-26-005067 filed by Merited Wealth, 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 3,927 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $182,764.

    13F-HR 0001214659-26-003829 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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