Skip to content
Disclosery

Seven Springs Wealth Group, LLC: IUSG position timeline

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

Seven Springs Wealth Group, LLC held 72,304 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,304 shares
    Change vs previous 13F +6,186 shares

    2.97% of the 13F portfolio, value $13,599,709.

    13F-HR 0001172661-26-003050 filed by Seven Springs Wealth Group, 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 66,118 shares
    Change vs previous 13F +9,004 shares

    2.37% of the 13F portfolio, value $10,255,527.

    13F-HR 0001172661-26-001912 filed by Seven Springs Wealth Group, 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 57,114 shares
    Change vs previous 13F +7,694 shares

    2.74% of the 13F portfolio, value $9,591,690.

    13F-HR 0001172661-26-000566 filed by Seven Springs Wealth Group, 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 49,420 shares
    Change vs previous 13F +9,043 shares

    1.97% of the 13F portfolio, value $8,131,534.

    13F-HR 0001172661-25-004701 filed by Seven Springs Wealth Group, 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 40,377 shares
    Change vs previous 13F +5,614 shares

    1.5% of the 13F portfolio, value $6,072,747.

    13F-HR 0001172661-25-003231 filed by Seven Springs Wealth Group, 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 34,763 shares
    Change vs previous 13F +10,800 shares

    1.57% of the 13F portfolio, value $4,417,721.

    13F-HR 0001172661-25-001989 filed by Seven Springs Wealth Group, 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 23,963 shares
    Change vs previous 13F -907 shares

    1.24% of the 13F portfolio, value $3,339,310.

    13F-HR 0001172661-25-001029 filed by Seven Springs Wealth Group, LLC
    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 24,870 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,280,555.

    13F-HR 0001172661-24-004835 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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