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Strategies Wealth Advisors, LLC: IUSG position timeline

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

Strategies Wealth Advisors, LLC held 134,539 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,539 shares
    Change vs previous 13F -15,692 shares

    2.26% of the 13F portfolio, value $25,305,357.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth Advisors, 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 150,231 shares
    Change vs previous 13F -17,334 shares

    2.34% of the 13F portfolio, value $23,302,375.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth Advisors, 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 167,565 shares
    Change vs previous 13F -13,762 shares

    2.82% of the 13F portfolio, value $28,140,927.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth Advisors, 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 181,327 shares
    Change vs previous 13F -23,478 shares

    3.1% of the 13F portfolio, value $29,835,565.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, 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 204,805 shares
    Change vs previous 13F +25,009 shares

    3.36% of the 13F portfolio, value $30,802,720.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, 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 179,796 shares
    Change vs previous 13F -6,844 shares

    2.79% of the 13F portfolio, value $22,848,473.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, 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 186,640 shares
    Change vs previous 13F -6,689 shares

    3.37% of the 13F portfolio, value $27,040,351.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, 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 193,329 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $25,502,073.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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