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Twelve Points Wealth Management LLC: IUSG position timeline

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

Twelve Points Wealth Management LLC held 5,922 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,922 shares
    Change vs previous 13F -696 shares

    0.22% of the 13F portfolio, value $1,113,872.

    13F-HR 0001877090-26-000005 filed by Twelve Points 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 6,618 shares
    Change vs previous 13F +131 shares

    0.23% of the 13F portfolio, value $1,026,448.

    13F-HR 0001877090-26-000003 filed by Twelve Points 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 6,487 shares
    Change vs previous 13F -459 shares

    0.25% of the 13F portfolio, value $1,103,571.

    13F-HR 0001877090-26-000001 filed by Twelve Points 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 6,946 shares
    Change vs previous 13F -840 shares

    0.28% of the 13F portfolio, value $1,142,898.

    13F-HR 0001877090-25-000008 filed by Twelve Points 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 7,786 shares
    Change vs previous 13F -4,375 shares

    0.32% of the 13F portfolio, value $1,171,017.

    13F-HR 0001877090-25-000004 filed by Twelve Points 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 12,161 shares
    Change vs previous 13F +1,903 shares

    0.42% of the 13F portfolio, value $1,545,422.

    13F-HR 0001877090-25-000003 filed by Twelve Points 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 10,258 shares
    Change vs previous 13F +4,631 shares

    0.41% of the 13F portfolio, value $1,429,399.

    13F-HR 0001877090-25-000002 filed by Twelve Points 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 5,627 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $742,318.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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