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Disclosery

GLOBALT Investments LLC / GA: USIG position timeline

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

GLOBALT Investments LLC / GA held 47,312 USIG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,312 shares
    Change vs previous 13F -2,481 shares

    0.08% of the 13F portfolio, value $2,426,632.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 49,793 shares
    Change vs previous 13F -345 shares

    0.09% of the 13F portfolio, value $2,550,895.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 50,138 shares
    Change vs previous 13F -902 shares

    0.09% of the 13F portfolio, value $2,595,644.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 51,040 shares
    Change vs previous 13F -2,919 shares

    0.1% of the 13F portfolio, value $2,665,309.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 53,959 shares
    Change vs previous 13F -6,158 shares

    0.11% of the 13F portfolio, value $2,775,651.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 60,117 shares
    Change vs previous 13F +35,464 shares

    0.13% of the 13F portfolio, value $3,070,776.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 24,653 shares
    Change vs previous 13F -710 shares

    0.05% of the 13F portfolio, value $1,239,553.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 25,363 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,333,587.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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