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Richard W. Paul & Associates, LLC: IUSG position timeline

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

Richard W. Paul & Associates, LLC held 100,700 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,700 shares
    Change vs previous 13F -34 shares

    5.79% of the 13F portfolio, value $18,940,729.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 100,734 shares
    Change vs previous 13F -2,399 shares

    5.26% of the 13F portfolio, value $15,624,784.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 103,133 shares
    Change vs previous 13F +3,529 shares

    5.75% of the 13F portfolio, value $17,320,176.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 99,604 shares
    Change vs previous 13F +194 shares

    5.59% of the 13F portfolio, value $16,388,770.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, LLC
    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 99,410 shares
    Change vs previous 13F -872 shares

    5.41% of the 13F portfolio, value $14,951,304.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, LLC
    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 100,282 shares
    Change vs previous 13F -3,357 shares

    5% of the 13F portfolio, value $12,743,893.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 103,639 shares
    Change vs previous 13F -3,661 shares

    5.26% of the 13F portfolio, value $14,442,070.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 107,300 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $14,153,983.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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