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OAK RIDGE INVESTMENTS LLC: IUSG position timeline

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

OAK RIDGE INVESTMENTS LLC held 1,609 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,609 shares
    Change vs previous 13F -12,182 shares

    0.02% of the 13F portfolio, value $302,637.

    13F-HR 0001172661-26-002720 filed by OAK RIDGE INVESTMENTS 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 13,791 shares
    Change vs previous 13F -396 shares

    0.14% of the 13F portfolio, value $2,139,122.

    13F-HR 0001172661-26-001576 filed by OAK RIDGE INVESTMENTS 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 14,187 shares
    Change vs previous 13F +9,547 shares

    0.14% of the 13F portfolio, value $2,382,565.

    13F-HR 0001172661-26-000295 filed by OAK RIDGE INVESTMENTS 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 4,640 shares
    Change vs previous 13F -204 shares

    0.05% of the 13F portfolio, value $763,466.

    13F-HR 0001172661-25-004477 filed by OAK RIDGE INVESTMENTS 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 4,844 shares
    Change vs previous 13F -1,946 shares

    0.05% of the 13F portfolio, value $728,538.

    13F-HR 0001172661-25-002726 filed by OAK RIDGE INVESTMENTS 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 6,790 shares
    Change vs previous 13F +132 shares

    0.07% of the 13F portfolio, value $862,873.

    13F-HR 0001172661-25-001733 filed by OAK RIDGE INVESTMENTS 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 6,658 shares
    Change vs previous 13F +2,334 shares

    0.07% of the 13F portfolio, value $927,792.

    13F-HR 0001172661-25-000200 filed by OAK RIDGE INVESTMENTS 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 4,324 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $570,379.

    13F-HR 0001172661-24-004384 filed by OAK RIDGE INVESTMENTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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