Skip to content
Disclosery

TriaGen Wealth Management LLC: IUSG position timeline

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

TriaGen Wealth Management LLC held 16,483 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,483 shares
    Change vs previous 13F -409 shares

    0.78% of the 13F portfolio, value $3,100,303.

    13F-HR 0001172661-26-002712 filed by TriaGen 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 16,892 shares
    Change vs previous 13F -210 shares

    0.72% of the 13F portfolio, value $2,620,093.

    13F-HR 0001172661-26-001565 filed by TriaGen 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 17,102 shares
    Change vs previous 13F -31 shares

    0.74% of the 13F portfolio, value $2,872,083.

    13F-HR 0001172661-26-000326 filed by TriaGen 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 17,133 shares
    Change vs previous 13F -75 shares

    0.74% of the 13F portfolio, value $2,819,037.

    13F-HR 0001172661-25-004361 filed by TriaGen 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 17,208 shares
    Change vs previous 13F -81 shares

    0.78% of the 13F portfolio, value $2,588,059.

    13F-HR 0001172661-25-002685 filed by TriaGen 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 17,289 shares
    Change vs previous 13F -988 shares

    0.77% of the 13F portfolio, value $2,197,066.

    13F-HR 0001172661-25-001775 filed by TriaGen 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 18,277 shares
    Change vs previous 13F -19 shares

    0.86% of the 13F portfolio, value $2,546,878.

    13F-HR 0001172661-25-000336 filed by TriaGen 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 18,296 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,413,404.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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