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St. Clair Advisors, LLC: IUSG position timeline

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

St. Clair Advisors, LLC held 11,054 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,054 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,079,146.

    13F-HR 0002056292-26-000003 filed by St. Clair Advisors, 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 11,054 shares
    Change vs previous 13F +3,056 shares

    0.46% of the 13F portfolio, value $1,714,585.

    13F-HR 0002056292-26-000002 filed by St. Clair Advisors, 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 7,998 shares
    Change vs previous 13F +951 shares

    0.35% of the 13F portfolio, value $1,343,184.

    13F-HR 0002056292-26-000001 filed by St. Clair Advisors, 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 7,047 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,159,513.

    13F-HR 0002056292-25-000026 filed by St. Clair Advisors, 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 7,047 shares
    Change vs previous 13F +1,125 shares

    0.28% of the 13F portfolio, value $1,059,869.

    13F-HR 0002056292-25-000024 filed by St. Clair Advisors, 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 5,922 shares
    Change vs previous 13F +1,165 shares

    0.21% of the 13F portfolio, value $752,568.

    13F-HR 0002056292-25-000021 filed by St. Clair Advisors, 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 4,757 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $662,887.

    13F-HR 0002056292-25-000003 filed by St. Clair Advisors, 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 4,757 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $627,496.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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