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MOTIVE WEALTH ADVISORS: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on IUSG, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 48,463 IUSG 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 48,463 shares
    Change vs previous 13F -439 shares

    3.75% of the 13F portfolio, value $9,115,398.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 48,902 shares
    Change vs previous 13F +522 shares

    3.56% of the 13F portfolio, value $7,585,183.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 48,380 shares
    Change vs previous 13F -3,804 shares

    3.46% of the 13F portfolio, value $8,124,930.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 52,184 shares
    Change vs previous 13F -1,832 shares

    3.7% of the 13F portfolio, value $8,586,348.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 54,016 shares
    Change vs previous 13F +1,838 shares

    3.7% of the 13F portfolio, value $8,124,000.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 52,178 shares
    Change vs previous 13F -5,705 shares

    3.55% of the 13F portfolio, value $6,630,775.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 57,883 shares
    Change vs previous 13F -3,724 shares

    4.33% of the 13F portfolio, value $8,065,990.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 61,607 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $7,853,655.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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