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Disclosery

PUREfi Wealth, LLC: IUSB position timeline

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

PUREfi Wealth, LLC held 11,573 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,573 shares
    Change vs previous 13F +463 shares

    0.29% of the 13F portfolio, value $534,094.

    13F-HR 0002001520-26-000003 filed by PUREfi 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 ended2026-03-31
    13F 11,110 shares
    Change vs previous 13F +4,336 shares

    0.34% of the 13F portfolio, value $513,171.

    13F-HR 0002001520-26-000002 filed by PUREfi 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 ended2025-12-31
    13F 6,774 shares
    Change vs previous 13F -733 shares

    0.24% of the 13F portfolio, value $315,262.

    13F-HR 0002001520-26-000001 filed by PUREfi 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 ended2025-09-30
    13F 7,507 shares
    Change vs previous 13F -2,173 shares

    0.27% of the 13F portfolio, value $350,652.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 9,680 shares
    Change vs previous 13F +1,665 shares

    0.36% of the 13F portfolio, value $447,506.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 8,015 shares
    Change vs previous 13F -2,283 shares

    0.37% of the 13F portfolio, value $369,331.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, LLC
    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 10,298 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $465,470.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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