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Disclosery

Stone Summit Wealth LLC: IUSG position timeline

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

Stone Summit Wealth LLC held 3,661 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,661 shares
    Change vs previous 13F +543 shares

    0.17% of the 13F portfolio, value $688,597.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 3,118 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $483,633.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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