O'Brien Greene & Co. Inc: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Brien Greene & Co. Inc on IUSG, newest first. How the timeline and the estimate are built.

O'Brien Greene & Co. Inc held 1,100 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 1,100 shares
Change vs previous 13F +1,100 shares
0.06% of the 13F portfolio, value $206,899.
13F-HR 0001768635-26-000009 filed by O'Brien Greene & Co. Inc
Filed 2026-08-06 (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).
period ended2026-03-31
13F 0 shares
Change vs previous 13F -1,265 shares
13F-HR 0001768635-26-000002 filed by O'Brien Greene & Co. Inc
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 1,265 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $212,444.
13F-HR 0001768635-26-000001 filed by O'Brien Greene & Co. Inc
Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,265 shares
Change vs previous 13F +1,265 shares
0.06% of the 13F portfolio, value $208,143.
13F-HR 0001768635-25-000008 filed by O'Brien Greene & Co. Inc
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -1,665 shares
13F-HR 0001768635-25-000005 filed by O'Brien Greene & Co. Inc
Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 1,665 shares
Change vs previous 13F -485 shares
0.07% of the 13F portfolio, value $211,588.
13F-HR 0001768635-25-000003 filed by O'Brien Greene & Co. Inc
Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,150 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $299,602.
13F-HR 0001768635-25-000001 filed by O'Brien Greene & Co. Inc
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,150 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $283,606.
13F-HR 0001768635-24-000010 filed by O'Brien Greene & Co. Inc
Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).