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ORG Partners LLC: IUSB position timeline

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

ORG Partners LLC held 108,788 IUSB shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 108,788 shares
    Change vs previous 13F -2,552 shares

    0.89% of the 13F portfolio, value $5,063,264.

    13F-HR 0001979372-26-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 111,340 shares
    Change vs previous 13F -4,875 shares

    0.96% of the 13F portfolio, value $5,282,025.

    13F-HR 0001979372-25-000008 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 116,215 shares
    Change vs previous 13F +18,287 shares

    1.14% of the 13F portfolio, value $5,366,638.

    13F-HR 0001979372-25-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 97,928 shares
    Change vs previous 13F -433,661 shares

    1.11% of the 13F portfolio, value $4,502,814.

    13F-HR 0002032602-25-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 531,589 shares
    Change vs previous 13F +28,970 shares

    3.26% of the 13F portfolio, value $24,028,308.

    13F-HR 0001979372-25-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 502,619 shares
    Change vs previous 13F -87,563 shares

    3.79% of the 13F portfolio, value $23,683,835.

    13F-HR 0001979372-24-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 590,182 shares
    Change vs previous 13F +590,182 shares

    3.29% of the 13F portfolio, value $26,475,939.

    13F-HR 0001979372-24-000003 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001979372-24-000002 filed by ORG Partners 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.