Skip to content
Disclosery

MCMORGAN & CO LLC: IUSB position timeline

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

MCMORGAN & CO LLC held 1,099,343 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,099,343 shares
    Change vs previous 13F -148,128 shares

    7.64% of the 13F portfolio, value $50,734,687.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 1,247,471 shares
    Change vs previous 13F -367,668 shares

    9.32% of the 13F portfolio, value $57,620,726.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 1,615,139 shares
    Change vs previous 13F +17,815 shares

    12.46% of the 13F portfolio, value $75,168,590.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO LLC
    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 1,597,324 shares
    Change vs previous 13F -71,090 shares

    11.49% of the 13F portfolio, value $74,611,013.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 1,668,414 shares
    Change vs previous 13F +3,288 shares

    11.37% of the 13F portfolio, value $77,130,783.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 1,665,126 shares
    Change vs previous 13F -162,550 shares

    12.28% of the 13F portfolio, value $76,729,018.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO 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 1,827,676 shares
    Change vs previous 13F +37,306 shares

    12.78% of the 13F portfolio, value $82,610,960.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO LLC
    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 1,790,370 shares
    Change vs previous 13F not available

    12.99% of the 13F portfolio, value $84,362,218.

    13F-HR 0001162695-24-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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