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Disclosery

Neumann Capital Management, LLC: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Neumann Capital Management, LLC on IUSG, newest first. How the timeline and the estimate are built.

Neumann Capital Management, LLC held 27,866 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,866 shares
    Change vs previous 13F +50 shares

    3.47% of the 13F portfolio, value $5,241,393.

    13F-HR 0001754960-26-000475 filed by Neumann Capital Management, 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 27,816 shares
    Change vs previous 13F +60 shares

    1.27% of the 13F portfolio, value $4,314,603.

    13F-HR 0001754960-26-000229 filed by Neumann Capital Management, 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 27,756 shares
    Change vs previous 13F -221 shares

    1.35% of the 13F portfolio, value $4,661,411.

    13F-HR 0001754960-26-000059 filed by Neumann Capital Management, 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 27,977 shares
    Change vs previous 13F +70 shares

    1.35% of the 13F portfolio, value $4,603,272.

    13F-HR 0001754960-25-000678 filed by Neumann Capital Management, 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 27,907 shares
    Change vs previous 13F -500 shares

    1.32% of the 13F portfolio, value $4,197,155.

    13F-HR 0001754960-25-000413 filed by Neumann Capital Management, 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 28,407 shares
    Change vs previous 13F -1,610 shares

    1.25% of the 13F portfolio, value $3,609,912.

    13F-HR 0001754960-25-000201 filed by Neumann Capital Management, 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 30,017 shares
    Change vs previous 13F +14 shares

    1.39% of the 13F portfolio, value $4,182,815.

    13F-HR 0001754960-25-000048 filed by Neumann Capital Management, 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 30,003 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,957,668.

    13F-HR 0001172661-24-004478 filed by Neumann Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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