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Disclosery

D.A. DAVIDSON & CO.: IUSG position timeline

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

D.A. DAVIDSON & CO. held 20,849 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,849 shares
    Change vs previous 13F -13,012 shares

    0.02% of the 13F portfolio, value $3,921,557.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 33,861 shares
    Change vs previous 13F +59 shares

    0.03% of the 13F portfolio, value $5,252,234.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 33,802 shares
    Change vs previous 13F +1,457 shares

    0.03% of the 13F portfolio, value $5,676,773.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 32,345 shares
    Change vs previous 13F +434 shares

    0.03% of the 13F portfolio, value $5,322,141.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 31,911 shares
    Change vs previous 13F +5,226 shares

    0.03% of the 13F portfolio, value $4,799,549.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 26,685 shares
    Change vs previous 13F +2,163 shares

    0.03% of the 13F portfolio, value $3,391,171.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 24,522 shares
    Change vs previous 13F +2,347 shares

    0.03% of the 13F portfolio, value $3,417,141.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 22,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,925,104.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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