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Disclosery

Roberts Financial Services LLC: IUSG position timeline

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

Roberts Financial Services LLC held 88,554 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,554 shares
    Change vs previous 13F -3,307 shares

    4.88% of the 13F portfolio, value $16,656,165.

    13F-HR 0001951757-26-001124 filed by Roberts Financial Services 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 91,861 shares
    Change vs previous 13F -10,714 shares

    4.53% of the 13F portfolio, value $14,248,555.

    13F-HR 0001951757-26-000617 filed by Roberts Financial Services 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 102,575 shares
    Change vs previous 13F -1,662 shares

    5.41% of the 13F portfolio, value $17,226,447.

    13F-HR 0001951757-26-000284 filed by Roberts Financial Services 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 104,237 shares
    Change vs previous 13F -15,725 shares

    5.54% of the 13F portfolio, value $17,151,157.

    13F-HR 0001951757-25-001217 filed by Roberts Financial Services 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 119,962 shares
    Change vs previous 13F -3,367 shares

    6.22% of the 13F portfolio, value $18,042,263.

    13F-HR 0001951757-25-001054 filed by Roberts Financial Services 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 123,329 shares
    Change vs previous 13F +32,481 shares

    3.04% of the 13F portfolio, value $15,672,672.

    13F-HR 0001951757-25-000391 filed by Roberts Financial Services 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 90,848 shares
    Change vs previous 13F -3,515 shares

    2.39% of the 13F portfolio, value $12,659,734.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 94,363 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $12,447,433.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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