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Disclosery

Bawa N Mallick Trust: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bawa N Mallick Trust on IUSG, newest first. How the timeline and the estimate are built.

Bawa N Mallick Trust held 50,254 IUSG 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 50,254 shares
    Change vs previous 13F +13,274 shares

    3.06% of the 13F portfolio, value $9,452,242.

    13F-HR 0002040013-26-000015 filed by Bawa N Mallick Trust
    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 36,980 shares
    Change vs previous 13F -13,220 shares

    2.35% of the 13F portfolio, value $5,735,965.

    13F-HR 0002040013-26-000012 filed by Bawa N Mallick Trust
    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 50,200 shares
    Change vs previous 13F +36 shares

    3.13% of the 13F portfolio, value $8,430,577.

    13F-HR 0002040013-26-000010 filed by Bawa N Mallick Trust
    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 50,164 shares
    Change vs previous 13F +34 shares

    3.12% of the 13F portfolio, value $8,254,008.

    13F-HR 0002040013-26-000009 filed by Bawa N Mallick Trust
    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 50,130 shares
    Change vs previous 13F 0 shares

    3.11% of the 13F portfolio, value $7,539,523.

    13F-HR 0002040013-26-000008 filed by Bawa N Mallick Trust
    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 50,130 shares
    Change vs previous 13F 0 shares

    3.02% of the 13F portfolio, value $6,370,495.

    13F-HR 0002040013-26-000006 filed by Bawa N Mallick Trust
    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 50,130 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $6,985,588.

    13F-HR 0002040013-26-000005 filed by Bawa N Mallick Trust
    Filed (acceptance time not in the bulk data set), ingested

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