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Smartleaf Asset Management LLC: USIG position timeline

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

Smartleaf Asset Management LLC held 135,350 USIG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,350 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $6,972,562.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 ended2026-03-31
    13F 135,350 shares
    Change vs previous 13F +38,622 shares

    0.25% of the 13F portfolio, value $6,898,837.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 ended2025-12-31
    13F 96,728 shares
    Change vs previous 13F +52,811 shares

    0.19% of the 13F portfolio, value $5,023,133.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 ended2025-09-30
    13F 43,917 shares
    Change vs previous 13F +23,842 shares

    0.14% of the 13F portfolio, value $2,293,393.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 ended2025-06-30
    13F 20,075 shares
    Change vs previous 13F +2,358 shares

    0.09% of the 13F portfolio, value $1,028,688.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 ended2025-03-31
    13F 17,717 shares
    Change vs previous 13F +5,094 shares

    0.09% of the 13F portfolio, value $903,389.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 ended2024-12-31
    13F 12,623 shares
    Change vs previous 13F +1,726 shares

    0.06% of the 13F portfolio, value $635,694.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset 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 ended2024-09-30
    13F 10,897 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $573,944.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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