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Prasad Wealth Partners, LLC: IUSV position timeline

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

Prasad Wealth Partners, LLC held 1,935 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,935 shares
    Change vs previous 13F -364 shares

    0.05% of the 13F portfolio, value $213,154.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, LLC
    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 2,299 shares
    Change vs previous 13F -149 shares

    0.06% of the 13F portfolio, value $235,115.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, LLC
    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 2,448 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $250,993.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, LLC
    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 2,393 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $239,210.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, LLC
    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 2,384 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $225,551.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, LLC
    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 2,349 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $216,746.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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