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Disclosery

Wealth Group Ltd: IUSB position timeline

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

Wealth Group Ltd held 13,102 IUSB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,102 shares
    Change vs previous 13F -3,903 shares

    0.11% of the 13F portfolio, value $575,833.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,005 shares
    Change vs previous 13F -1,751 shares

    0.15% of the 13F portfolio, value $784,781.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,756 shares
    Change vs previous 13F -778 shares

    0.2% of the 13F portfolio, value $866,327.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,534 shares
    Change vs previous 13F -5,932 shares

    0.2% of the 13F portfolio, value $909,115.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,466 shares
    Change vs previous 13F -14,501 shares

    0.28% of the 13F portfolio, value $1,189,501.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 39,967 shares
    Change vs previous 13F -3,081 shares

    0.47% of the 13F portfolio, value $1,847,681.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,048 shares
    Change vs previous 13F -32,107 shares

    0.58% of the 13F portfolio, value $1,983,637.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 75,155 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,397,006.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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