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Disclosery

Financial Council, LLC: IUSG position timeline

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

Financial Council, LLC held 85,946 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,946 shares
    Change vs previous 13F +79 shares

    5.24% of the 13F portfolio, value $16,165,527.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 85,867 shares
    Change vs previous 13F -94 shares

    5.14% of the 13F portfolio, value $13,318,819.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 85,961 shares
    Change vs previous 13F -447 shares

    5.76% of the 13F portfolio, value $14,436,352.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 86,408 shares
    Change vs previous 13F -138 shares

    6.31% of the 13F portfolio, value $14,217,594.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 86,546 shares
    Change vs previous 13F -219 shares

    6.28% of the 13F portfolio, value $13,016,518.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 86,765 shares
    Change vs previous 13F -1,624 shares

    5.94% of the 13F portfolio, value $11,026,096.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 88,389 shares
    Change vs previous 13F -316 shares

    6.35% of the 13F portfolio, value $12,317,007.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 88,705 shares
    Change vs previous 13F not available

    6.1% of the 13F portfolio, value $11,701,077.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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