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Centerpoint Advisory Group: IUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centerpoint Advisory Group on IUS, newest first. How the timeline and the estimate are built.

Centerpoint Advisory Group held 18,683 IUS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,683 shares
    Change vs previous 13F -292 shares

    0.78% of the 13F portfolio, value $1,225,231.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 18,975 shares
    Change vs previous 13F -515 shares

    0.83% of the 13F portfolio, value $1,098,913.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 19,490 shares
    Change vs previous 13F -750 shares

    0.86% of the 13F portfolio, value $1,114,058.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 20,240 shares
    Change vs previous 13F -992 shares

    0.87% of the 13F portfolio, value $1,117,451.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 21,232 shares
    Change vs previous 13F -1,720 shares

    0.95% of the 13F portfolio, value $1,093,478.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 22,952 shares
    Change vs previous 13F -128 shares

    1.11% of the 13F portfolio, value $1,132,908.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 23,080 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,146,384.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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