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Disclosery

Wealth Management Partners, LLC: IUSV position timeline

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

Wealth Management Partners, LLC held 39,998 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,998 shares
    Change vs previous 13F -129 shares

    1.04% of the 13F portfolio, value $4,405,783.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 40,127 shares
    Change vs previous 13F +17 shares

    1.17% of the 13F portfolio, value $4,103,029.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 40,110 shares
    Change vs previous 13F -723 shares

    1.17% of the 13F portfolio, value $4,112,873.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 40,833 shares
    Change vs previous 13F +795 shares

    1.3% of the 13F portfolio, value $4,081,209.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 40,038 shares
    Change vs previous 13F +223 shares

    1.35% of the 13F portfolio, value $3,826,479.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 39,815 shares
    Change vs previous 13F +230 shares

    1.7% of the 13F portfolio, value $3,674,485.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 39,585 shares
    Change vs previous 13F -3,031 shares

    1.58% of the 13F portfolio, value $3,665,181.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 42,616 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $4,069,438.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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