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Disclosery

Asset Management Group, Inc.: IUSV position timeline

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

Asset Management Group, Inc. held 41,777 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,777 shares
    Change vs previous 13F -1,703 shares

    0.67% of the 13F portfolio, value $4,601,693.

    13F-HR 0001398344-26-014545 filed by Asset Management Group, Inc.
    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 43,480 shares
    Change vs previous 13F -4,130 shares

    0.72% of the 13F portfolio, value $4,445,832.

    13F-HR 0001398344-26-009217 filed by Asset Management Group, Inc.
    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 47,610 shares
    Change vs previous 13F +37 shares

    0.79% of the 13F portfolio, value $4,881,959.

    13F-HR 0001398344-26-003205 filed by Asset Management Group, Inc.
    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 47,573 shares
    Change vs previous 13F +217 shares

    0.78% of the 13F portfolio, value $4,754,929.

    13F-HR 0001398344-25-020902 filed by Asset Management Group, Inc.
    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 47,356 shares
    Change vs previous 13F +213 shares

    0.78% of the 13F portfolio, value $4,481,274.

    13F-HR 0001398344-25-015007 filed by Asset Management Group, Inc.
    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 47,143 shares
    Change vs previous 13F -203 shares

    0.8% of the 13F portfolio, value $4,350,864.

    13F-HR 0001398344-25-009344 filed by Asset Management Group, Inc.
    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 47,346 shares
    Change vs previous 13F +268 shares

    0.78% of the 13F portfolio, value $4,383,769.

    13F-HR 0001398344-25-002772 filed by Asset Management Group, Inc.
    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 47,078 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,495,453.

    13F-HR 0001398344-24-020430 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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