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WealthTrak Capital Management LLC: IUSB position timeline

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

WealthTrak Capital Management LLC held 47,643 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,643 shares
    Change vs previous 13F +26,501 shares

    1.45% of the 13F portfolio, value $2,198,724.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 21,142 shares
    Change vs previous 13F +813 shares

    0.7% of the 13F portfolio, value $976,549.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 20,329 shares
    Change vs previous 13F +1,239 shares

    0.68% of the 13F portfolio, value $946,112.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 19,090 shares
    Change vs previous 13F -2,930 shares

    0.73% of the 13F portfolio, value $891,694.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 22,020 shares
    Change vs previous 13F -779 shares

    0.85% of the 13F portfolio, value $1,017,985.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 22,799 shares
    Change vs previous 13F +625 shares

    0.91% of the 13F portfolio, value $1,050,578.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 22,174 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,002,265.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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