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Disclosery

&PARTNERS: IUSG position timeline

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

&PARTNERS held 70,807 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,807 shares
    Change vs previous 13F +17,559 shares

    0.05% of the 13F portfolio, value $13,325,121.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 53,248 shares
    Change vs previous 13F -8,628 shares

    0.04% of the 13F portfolio, value $8,264,865.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 61,876 shares
    Change vs previous 13F +7,496 shares

    0.05% of the 13F portfolio, value $10,318,536.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 54,380 shares
    Change vs previous 13F +35,405 shares

    0.06% of the 13F portfolio, value $8,950,044.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 18,975 shares
    Change vs previous 13F -3,067 shares

    0.02% of the 13F portfolio, value $2,852,792.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 22,042 shares
    Change vs previous 13F +2,522 shares

    0.03% of the 13F portfolio, value $2,799,712.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 19,520 shares
    Change vs previous 13F +7,317 shares

    0.03% of the 13F portfolio, value $2,763,822.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 12,203 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,609,673.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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