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FWG Investments, LLC.: IUSB position timeline

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

FWG Investments, LLC. held 42,136 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,136 shares
    Change vs previous 13F +10,752 shares

    1.03% of the 13F portfolio, value $1,944,595.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 31,384 shares
    Change vs previous 13F +8,678 shares

    0.92% of the 13F portfolio, value $1,449,650.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 22,706 shares
    Change vs previous 13F +3,196 shares

    0.67% of the 13F portfolio, value $1,056,718.

    13F-HR 0001944877-26-000001 filed by FWG Investments, 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 19,510 shares
    Change vs previous 13F +567 shares

    0.63% of the 13F portfolio, value $911,290.

    13F-HR 0001944877-25-000014 filed by FWG Investments, 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 18,943 shares
    Change vs previous 13F -2,186 shares

    0.67% of the 13F portfolio, value $875,738.

    13F-HR 0001944877-25-000011 filed by FWG Investments, 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 21,129 shares
    Change vs previous 13F -7,781 shares

    1.14% of the 13F portfolio, value $973,613.

    13F-HR 0001944877-25-000009 filed by FWG Investments, 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 28,910 shares
    Change vs previous 13F +8,348 shares

    1.02% of the 13F portfolio, value $1,306,741.

    13F-HR 0001944877-25-000008 filed by FWG Investments, 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/A 20,562 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $968,890.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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