Skip to content
Disclosery

WEALTHGARDEN F.S. LLC: IUSB position timeline

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

WEALTHGARDEN F.S. LLC held 32,897 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,897 shares
    Change vs previous 13F +9,420 shares

    0.86% of the 13F portfolio, value $1,518,212.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 23,477 shares
    Change vs previous 13F +3,902 shares

    0.74% of the 13F portfolio, value $1,084,407.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 19,575 shares
    Change vs previous 13F +2,674 shares

    0.6% of the 13F portfolio, value $914,735.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 16,901 shares
    Change vs previous 13F +888 shares

    0.57% of the 13F portfolio, value $795,520.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 16,013 shares
    Change vs previous 13F -2,645 shares

    0.61% of the 13F portfolio, value $736,449.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 18,658 shares
    Change vs previous 13F -8,065 shares

    0.83% of the 13F portfolio, value $859,759.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 26,723 shares
    Change vs previous 13F -174 shares

    1.13% of the 13F portfolio, value $1,207,877.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 26,897 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,267,387.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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