Skip to content
Disclosery

PFG Advisors: IUS position timeline

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

PFG Advisors held 124,271 IUS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,271 shares
    Change vs previous 13F +10,854 shares

    0.41% of the 13F portfolio, value $8,149,708.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 113,417 shares
    Change vs previous 13F +5,381 shares

    0.32% of the 13F portfolio, value $6,568,405.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 108,036 shares
    Change vs previous 13F +13,823 shares

    0.3% of the 13F portfolio, value $6,175,398.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 94,213 shares
    Change vs previous 13F +1,294 shares

    0.21% of the 13F portfolio, value $5,201,488.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 92,919 shares
    Change vs previous 13F +7,091 shares

    0.22% of the 13F portfolio, value $4,785,337.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 85,828 shares
    Change vs previous 13F +3,146 shares

    0.24% of the 13F portfolio, value $4,236,493.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 82,682 shares
    Change vs previous 13F +2,645 shares

    0.25% of the 13F portfolio, value $4,106,830.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 80,037 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,025,866.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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