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McGowan Group Asset Management, Inc.: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGowan Group Asset Management, Inc. on IUSV, newest first. How the timeline and the estimate are built.

McGowan Group Asset Management, Inc. held 3,923 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,923 shares
    Change vs previous 13F +16 shares

    0.05% of the 13F portfolio, value $432,081.

    13F-HR 0001765380-26-000349 filed by McGowan Group Asset Management, Inc.
    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 3,907 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $399,516.

    13F-HR 0001765380-26-000196 filed by McGowan Group Asset Management, Inc.
    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 3,893 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $399,148.

    13F-HR 0001633227-26-000001 filed by McGowan Group Asset Management, Inc.
    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 3,872 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $387,046.

    13F-HR 0001633227-25-000005 filed by McGowan Group Asset Management, Inc.
    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 3,855 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $364,759.

    13F-HR 0001633227-25-000003 filed by McGowan Group Asset Management, Inc.
    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 3,837 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $354,130.

    13F-HR 0001633227-25-000002 filed by McGowan Group Asset Management, Inc.
    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 3,822 shares
    Change vs previous 13F +138 shares

    0.05% of the 13F portfolio, value $353,913.

    13F-HR 0001633227-25-000001 filed by McGowan Group Asset Management, Inc.
    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 3,684 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $351,755.

    13F-HR 0001633227-24-000004 filed by McGowan Group Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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