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Disclosery

Traveka Wealth, LLC: IUSG position timeline

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

Traveka Wealth, LLC held 0 IUSG shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -19,390 shares

    13F-HR 0002009176-25-000004 filed by Traveka Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 19,390 shares
    Change vs previous 13F +1 shares

    1.38% of the 13F portfolio, value $2,464,047.

    13F-HR 0002009176-25-000003 filed by Traveka Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 19,389 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,701,922.

    13F-HR 0002009176-25-000002 filed by Traveka Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 19,389 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,557,617.

    13F-HR 0002009176-24-000006 filed by Traveka Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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