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Disclosery

Collier Financial: IUSG position timeline

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

Collier Financial held 3,209 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,209 shares
    Change vs previous 13F -43 shares

    0.41% of the 13F portfolio, value $603,550.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 3,252 shares
    Change vs previous 13F +282 shares

    0.38% of the 13F portfolio, value $504,372.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 2,970 shares
    Change vs previous 13F +9 shares

    0.37% of the 13F portfolio, value $498,934.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 2,961 shares
    Change vs previous 13F +1,983 shares

    0.37% of the 13F portfolio, value $487,147.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 978 shares
    Change vs previous 13F +126 shares

    0.11% of the 13F portfolio, value $124,327.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 852 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $118,726.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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