MLG Wealth Management DBA Pine Grove Financial Group: IUSB position timeline

MLG Wealth Management DBA Pine Grove Financial Group held 1,624,870 IUSB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 1,624,870 shares

   Change vs previous 13F +447,852 shares

   6.94% of the 13F portfolio, value $71,640,512.

   13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-10-13 10:46:05 UTC, ingested 2026-10-13 10:47:12 UTC

2. period ended2026-06-30

   13F 1,177,018 shares

   Change vs previous 13F +317,887 shares

   5.49% of the 13F portfolio, value $54,314,253.

   13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:57:05 UTC, ingested 2026-10-08 03:30:49 UTC

3. period ended2026-03-31

   13F 859,131 shares

   Change vs previous 13F +51,881 shares

   4.61% of the 13F portfolio, value $39,683,267.

   13F-HR 0001754960-26-000789 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:56:09 UTC, ingested 2026-10-08 03:30:48 UTC

4. period ended2025-12-31

   13F 807,250 shares

   Change vs previous 13F not available

   4.53% of the 13F portfolio, value $37,569,410.

   13F-HR 0001754960-26-000782 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Filed 2026-08-25 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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