Skip to content
Disclosery

Koss-Olinger Consulting, LLC: USIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Koss-Olinger Consulting, LLC on USIG, newest first. How the timeline and the estimate are built.

Koss-Olinger Consulting, LLC held 11,156 USIG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,156 shares
    Change vs previous 13F +114 shares

    0.04% of the 13F portfolio, value $572,191.

    13F-HR 0001861163-26-000011 filed by Koss-Olinger Consulting, 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 11,042 shares
    Change vs previous 13F +11,042 shares

    0.05% of the 13F portfolio, value $565,682.

    13F-HR 0001861163-26-000006 filed by Koss-Olinger Consulting, 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 0 shares
    Change vs previous 13F -9,349 shares

    13F-HR 0001861163-26-000004 filed by Koss-Olinger Consulting, LLC
    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.

  4. period ended2025-09-30
    13F 9,349 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $481,000.

    13F-HR 0001861163-25-000012 filed by Koss-Olinger Consulting, 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 9,349 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $480,913.

    13F-HR 0001861163-25-000007 filed by Koss-Olinger Consulting, 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 9,327 shares
    Change vs previous 13F +9,327 shares

    0.04% of the 13F portfolio, value $476,000.

    13F-HR 0001861163-25-000005 filed by Koss-Olinger Consulting, 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 0 shares
    Change vs previous 13F -8,324 shares

    13F-HR 0001861163-25-000003 filed by Koss-Olinger Consulting, LLC
    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.

  8. period ended2024-09-30
    13F 8,324 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $438,000.

    13F-HR 0001754960-24-000514 filed by Koss-Olinger Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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