Skip to content
Disclosery

Peninsula Wealth, LLC: IUSG position timeline

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

Peninsula Wealth, LLC held 51,208 IUSG shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 51,208 shares
    Change vs previous 13F +3,088 shares

    1.22% of the 13F portfolio, value $7,135,845.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 48,120 shares
    Change vs previous 13F -3,006 shares

    1.12% of the 13F portfolio, value $6,423,595.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 51,126 shares
    Change vs previous 13F +32,199 shares

    1.26% of the 13F portfolio, value $6,740,996.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 18,927 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,218,409.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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