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Disclosery

Fiduciary Alliance LLC: IUSG position timeline

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

Fiduciary Alliance LLC held 2,996 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,996 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $580,475.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,028 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $569,560.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 3,083 shares
    Change vs previous 13F +1,306 shares

    0.03% of the 13F portfolio, value $533,051.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,777 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $298,429.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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