LIBERTY ONE INVESTMENT MANAGEMENT, LLC: IUSG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY ONE INVESTMENT MANAGEMENT, LLC on IUSG, newest first. How the timeline and the estimate are built.
LIBERTY ONE INVESTMENT MANAGEMENT, LLC held 11,609 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,609 sharesChange vs previous 13F +796 shares
0.22% of the 13F portfolio, value $2,183,548.
13F-HR 0001398344-26-014315 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 10,813 sharesChange vs previous 13F +10,087 shares
0.17% of the 13F portfolio, value $1,677,269.
13F-HR 0001398344-26-009114 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 726 sharesChange vs previous 13F -10,755 shares
0.02% of the 13F portfolio, value $121,914.
13F-HR 0001398344-26-003153 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 11,481 sharesChange vs previous 13F -443 shares
0.11% of the 13F portfolio, value $1,889,016.
13F-HR 0001398344-25-019816 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 11,924 sharesChange vs previous 13F -301 shares
0.18% of the 13F portfolio, value $1,793,433.
13F-HR 0001398344-25-014121 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 12,225 sharesChange vs previous 13F +960 shares
0.16% of the 13F portfolio, value $1,553,539.
13F-HR 0001398344-25-008075 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 11,265 sharesChange vs previous 13F +1,133 shares
0.17% of the 13F portfolio, value $1,569,845.
13F-HR 0001398344-25-000713 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 10,132 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,336,570.
13F-HR 0001398344-24-019709 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).