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
- period ended2026-06-3013F 42,136 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,384 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,510 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,943 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,129 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,910 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 20,562 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).