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Disclosery

J. Mark Nickell & Co.: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Mark Nickell & Co. on IUSB, newest first. How the timeline and the estimate are built.

J. Mark Nickell & Co. held 0 IUSB 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 0 shares
    Change vs previous 13F -276,300 shares

    13F-HR 0001811161-26-000011 filed by J. Mark Nickell & Co.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F/A 276,300 shares
    Change vs previous 13F +25,903 shares

    11.53% of the 13F portfolio, value $12,762,297.

    13F-HR/A 0001811161-26-000009 filed by J. Mark Nickell & Co.
    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 250,397 shares
    Change vs previous 13F not available

    10.76% of the 13F portfolio, value $11,653,476.

    13F-HR 0001811161-26-000004 filed by J. Mark Nickell & Co.
    Filed (acceptance time not in the bulk data set), ingested

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