Shamrock Asset Management LLC: IUSG position timeline

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

Shamrock Asset Management LLC held 0 IUSG shares at 2018-12-31 per its 13F-HR filed 2019-02-08.

the latest 13F is the newest step

period ended2018-12-31
13F 0 shares
Change vs previous 13F -8,280 shares
13F-HR 0001062993-19-000547 filed by Shamrock Asset Management LLC
Filed 2019-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2018-09-30
13F 8,280 shares
Change vs previous 13F 0 shares
0.32% of the 13F portfolio, value $514,000.
13F-HR 0001062993-18-004179 filed by Shamrock Asset Management LLC
Filed 2018-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-06-30
13F 8,280 shares
Change vs previous 13F 0 shares
0.29% of the 13F portfolio, value $474,000.
13F-HR 0001062993-18-002866 filed by Shamrock Asset Management LLC
Filed 2018-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2018-03-31
13F 8,280 shares
Change vs previous 13F 0 shares
0.28% of the 13F portfolio, value $471,000.
13F-HR 0001062993-18-002406 filed by Shamrock Asset Management LLC
Filed 2018-05-29 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2017-12-31
13F 8,280 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $445,000.
13F-HR 0001062993-18-000261 filed by Shamrock Asset Management LLC
Filed 2018-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC
Acceptance time not in the bulk data set (spec §4.2).