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Disclosery

Operose Advisors LLC: IUSG position timeline

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

Operose Advisors LLC held 1,039 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,039 shares
    Change vs previous 13F +210 shares

    0.04% of the 13F portfolio, value $195,339.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 829 shares
    Change vs previous 13F +805 shares

    0.03% of the 13F portfolio, value $128,515.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 24 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $4,031.

    13F-HR 0001909750-26-000002 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -60 shares

    13F-HR 0001909750-25-000002 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 60 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,915.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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