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PCA Investment Advisory Services Inc.: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PCA Investment Advisory Services Inc. on IUSG, newest first. How the timeline and the estimate are built.

PCA Investment Advisory Services Inc. held 98,081 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 98,081 shares
    Change vs previous 13F -3,477 shares

    5.16% of the 13F portfolio, value $19,003,123.

    13F-HR 0001977044-26-000005 filed by PCA Investment Advisory Services Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 101,558 shares
    Change vs previous 13F +1,327 shares

    5.33% of the 13F portfolio, value $19,102,070.

    13F-HR 0001977044-26-000004 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 100,231 shares
    Change vs previous 13F +4,595 shares

    5.19% of the 13F portfolio, value $15,546,885.

    13F-HR 0001977044-26-000002 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 95,636 shares
    Change vs previous 13F -5,093 shares

    5.62% of the 13F portfolio, value $16,061,139.

    13F-HR 0001977044-26-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 100,729 shares
    Change vs previous 13F +7,767 shares

    6.13% of the 13F portfolio, value $16,573,983.

    13F-HR 0001977044-25-000006 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 92,962 shares
    Change vs previous 13F -1,609 shares

    5.89% of the 13F portfolio, value $13,981,448.

    13F-HR 0001977044-25-000003 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 94,571 shares
    Change vs previous 13F +3,092 shares

    6.35% of the 13F portfolio, value $12,018,035.

    13F-HR 0001977044-25-000002 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 91,479 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $12,747,563.

    13F-HR 0001977044-25-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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