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Disclosery

MONEYWISE, INC.: IUSB position timeline

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

MONEYWISE, INC. held 64,798 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,798 shares
    Change vs previous 13F -911 shares

    1.12% of the 13F portfolio, value $2,990,430.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 65,709 shares
    Change vs previous 13F -7,012 shares

    1.33% of the 13F portfolio, value $3,035,105.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, 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 72,721 shares
    Change vs previous 13F -16,729 shares

    1.41% of the 13F portfolio, value $3,384,434.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, 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 89,450 shares
    Change vs previous 13F +9,658 shares

    1.89% of the 13F portfolio, value $4,178,232.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, 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 79,792 shares
    Change vs previous 13F -9,362 shares

    1.73% of the 13F portfolio, value $3,688,779.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, 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 89,154 shares
    Change vs previous 13F -27,434 shares

    2.18% of the 13F portfolio, value $4,108,206.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, 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 116,588 shares
    Change vs previous 13F -918 shares

    2.64% of the 13F portfolio, value $5,269,786.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 117,506 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $5,536,862.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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