Skip to content
Disclosery

SFG Wealth Management, LLC.: IUSV position timeline

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

SFG Wealth Management, LLC. held 3,471 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,471 shares
    Change vs previous 13F +198 shares

    0.14% of the 13F portfolio, value $382,293.

    13F-HR 0001908914-26-000005 filed by SFG Wealth Management, 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 3,273 shares
    Change vs previous 13F -874 shares

    0.14% of the 13F portfolio, value $334,686.

    13F-HR 0001908914-26-000003 filed by SFG Wealth Management, 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 4,147 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $425,267.

    13F-HR 0001908914-26-000002 filed by SFG Wealth Management, 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 4,138 shares
    Change vs previous 13F -180 shares

    0.18% of the 13F portfolio, value $413,572.

    13F-HR 0001908914-25-000005 filed by SFG Wealth Management, 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 4,318 shares
    Change vs previous 13F -21 shares

    0.25% of the 13F portfolio, value $408,627.

    13F-HR 0001085146-25-004187 filed by SFG Wealth Management, 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 4,339 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $400,431.

    13F-HR 0001085146-25-002300 filed by SFG Wealth Management, 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 4,337 shares
    Change vs previous 13F +133 shares

    0.21% of the 13F portfolio, value $401,553.

    13F-HR 0001085146-25-000281 filed by SFG Wealth Management, 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 4,204 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $401,443.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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