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Disclosery

Spectrum Wealth Counsel, LLC: IUSB position timeline

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

Spectrum Wealth Counsel, LLC held 450,995 IUSB shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 450,995 shares
    Change vs previous 13F -9,963 shares

    2.5% of the 13F portfolio, value $20,781,872.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 460,958 shares
    Change vs previous 13F -46,908 shares

    2.45% of the 13F portfolio, value $20,835,324.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 507,866 shares
    Change vs previous 13F +75,081 shares

    2.83% of the 13F portfolio, value $23,930,669.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 432,785 shares
    Change vs previous 13F +111,997 shares

    2.48% of the 13F portfolio, value $19,570,560.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 320,788 shares
    Change vs previous 13F -985 shares

    1.79% of the 13F portfolio, value $14,624,747.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 321,773 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $14,824,082.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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