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Cosner Financial Group, LLC: IUSG position timeline

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

Cosner Financial Group, LLC held 79,293 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,293 shares
    Change vs previous 13F +1,408 shares

    7.78% of the 13F portfolio, value $15,155,315.

    13F-HR 0001674627-26-000005 filed by Cosner Financial Group, LLC
    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 77,885 shares
    Change vs previous 13F +1,123 shares

    6.64% of the 13F portfolio, value $12,080,734.

    13F-HR 0001674627-26-000003 filed by Cosner Financial Group, LLC
    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 76,762 shares
    Change vs previous 13F -1,336 shares

    6.58% of the 13F portfolio, value $12,891,441.

    13F-HR 0001674627-26-000001 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 78,098 shares
    Change vs previous 13F -336 shares

    6.91% of the 13F portfolio, value $12,850,201.

    13F-HR 0001674627-25-000008 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 78,434 shares
    Change vs previous 13F -1,765 shares

    6.57% of the 13F portfolio, value $11,796,411.

    13F-HR 0001674627-25-000005 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 80,199 shares
    Change vs previous 13F +9,740 shares

    6.23% of the 13F portfolio, value $10,191,733.

    13F-HR 0001674627-25-000004 filed by Cosner Financial Group, LLC
    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 70,459 shares
    Change vs previous 13F +3,122 shares

    6.22% of the 13F portfolio, value $9,818,541.

    13F-HR 0001674627-25-000002 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 67,337 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $8,882,489.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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