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Disclosery

POTENTIA WEALTH: IUSV position timeline

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

POTENTIA WEALTH held 12,173 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,173 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,340,856.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 12,173 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,244,689.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 12,173 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,248,219.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 12,173 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,216,691.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 12,173 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,151,931.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 12,173 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,123,446.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 12,173 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,127,098.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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