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Disclosery

BOS Asset Management, LLC: IUSG position timeline

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

BOS Asset Management, LLC held 59,795 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,795 shares
    Change vs previous 13F -1,297 shares

    2.71% of the 13F portfolio, value $11,585,373.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,092 shares
    Change vs previous 13F -15,842 shares

    2.67% of the 13F portfolio, value $11,490,820.

    13F-HR 0001965814-26-000003 filed by BOS Asset 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 ended2026-03-31
    13F 76,934 shares
    Change vs previous 13F +5,402 shares

    3.05% of the 13F portfolio, value $11,933,217.

    13F-HR 0001965814-26-000002 filed by BOS Asset 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 ended2025-12-31
    13F 71,532 shares
    Change vs previous 13F -330 shares

    3.22% of the 13F portfolio, value $12,013,032.

    13F-HR 0001965814-26-000001 filed by BOS Asset 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 ended2025-09-30
    13F 71,862 shares
    Change vs previous 13F -906 shares

    3.33% of the 13F portfolio, value $11,824,249.

    13F-HR 0001965814-25-000009 filed by BOS Asset 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 ended2025-06-30
    13F 72,768 shares
    Change vs previous 13F +4,417 shares

    3.49% of the 13F portfolio, value $10,944,342.

    13F-HR 0001965814-25-000007 filed by BOS Asset 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 ended2025-03-31
    13F 68,351 shares
    Change vs previous 13F -474 shares

    2.98% of the 13F portfolio, value $8,686,045.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 68,825 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $9,590,764.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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