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Disclosery

Mosley Wealth Management: IUSB position timeline

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

Mosley Wealth Management held 51,039 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,039 shares
    Change vs previous 13F -158,482 shares

    0.75% of the 13F portfolio, value $2,355,468.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 209,521 shares
    Change vs previous 13F +1,298 shares

    4.43% of the 13F portfolio, value $9,786,704.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 208,223 shares
    Change vs previous 13F +11,502 shares

    4.45% of the 13F portfolio, value $9,713,609.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 196,721 shares
    Change vs previous 13F -5,904 shares

    5.54% of the 13F portfolio, value $8,940,954.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 202,625 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $9,332,923.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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