Skip to content
Disclosery

DOLIVER ADVISORS, LP: IUSG position timeline

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

DOLIVER ADVISORS, LP held 120,602 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 120,602 shares
    Change vs previous 13F -9,133 shares

    5.13% of the 13F portfolio, value $23,366,638.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 129,735 shares
    Change vs previous 13F -85 shares

    5.53% of the 13F portfolio, value $24,401,856.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 129,820 shares
    Change vs previous 13F -233 shares

    4.58% of the 13F portfolio, value $20,136,380.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 130,053 shares
    Change vs previous 13F -4,569 shares

    5.47% of the 13F portfolio, value $21,841,101.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 134,622 shares
    Change vs previous 13F -5,957 shares

    5.73% of the 13F portfolio, value $22,150,704.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 140,579 shares
    Change vs previous 13F -31,783 shares

    5.79% of the 13F portfolio, value $21,143,082.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 172,362 shares
    Change vs previous 13F -12,624 shares

    6.15% of the 13F portfolio, value $21,903,763.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 184,986 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $25,777,799.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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