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Sensible Financial Planning & Management, LLC.: USIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sensible Financial Planning & Management, LLC. on USIG, newest first. How the timeline and the estimate are built.

Sensible Financial Planning & Management, LLC. held 1,407,927 USIG shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,407,927 shares
    Change vs previous 13F +15,501 shares

    13.35% of the 13F portfolio, value $73,521,932.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,392,426 shares
    Change vs previous 13F -28,308 shares

    13.6% of the 13F portfolio, value $71,626,385.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,420,734 shares
    Change vs previous 13F +14,260 shares

    14.48% of the 13F portfolio, value $72,571,076.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,406,474 shares
    Change vs previous 13F +1,068 shares

    14.66% of the 13F portfolio, value $70,717,527.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,405,406 shares
    Change vs previous 13F +23,074 shares

    14.59% of the 13F portfolio, value $73,896,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,382,332 shares
    Change vs previous 13F +60,988 shares

    15% of the 13F portfolio, value $69,407,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,321,344 shares
    Change vs previous 13F +29,455 shares

    14.83% of the 13F portfolio, value $67,085,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,291,889 shares
    Change vs previous 13F not available

    15.53% of the 13F portfolio, value $66,222,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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