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Disclosery

DHK Financial Advisors, Inc.: IUSG position timeline

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

DHK Financial Advisors, Inc. held 0 IUSG shares at 2024-06-30 per its 13F-HR filed 2024-08-09.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -12,448 shares

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 12,448 shares
    Change vs previous 13F -1,177 shares

    1.03% of the 13F portfolio, value $1,459,030.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 13,625 shares
    Change vs previous 13F -527 shares

    1.06% of the 13F portfolio, value $1,418,363.

    13F-HR 0001951757-24-000120 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 14,152 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,346,981.

    13F-HR 0001951757-23-000666 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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