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STEVENS CAPITAL PARTNERS: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEVENS CAPITAL PARTNERS on IUSG, newest first. How the timeline and the estimate are built.

STEVENS CAPITAL PARTNERS held 78,151 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,151 shares
    Change vs previous 13F -11,875 shares

    2.8% of the 13F portfolio, value $14,699,440.

    13F-HR 0001965176-26-000003 filed by STEVENS CAPITAL PARTNERS
    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 90,026 shares
    Change vs previous 13F +17,468 shares

    3.36% of the 13F portfolio, value $13,963,859.

    13F-HR 0001965176-26-000002 filed by STEVENS CAPITAL PARTNERS
    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 72,558 shares
    Change vs previous 13F +2,383 shares

    3.19% of the 13F portfolio, value $12,185,380.

    13F-HR 0001965176-26-000001 filed by STEVENS CAPITAL PARTNERS
    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 70,175 shares
    Change vs previous 13F +4,975 shares

    3.45% of the 13F portfolio, value $11,546,546.

    13F-HR 0001965176-25-000002 filed by STEVENS CAPITAL PARTNERS
    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 65,200 shares
    Change vs previous 13F +4,915 shares

    3.65% of the 13F portfolio, value $10,173,193.

    13F-HR 0001085146-25-004965 filed by STEVENS CAPITAL PARTNERS
    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 60,285 shares
    Change vs previous 13F -394 shares

    3.6% of the 13F portfolio, value $7,661,049.

    13F-HR 0001085146-25-002549 filed by STEVENS CAPITAL PARTNERS
    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 60,679 shares
    Change vs previous 13F -962 shares

    3.83% of the 13F portfolio, value $8,455,670.

    13F-HR 0001085146-25-000738 filed by STEVENS CAPITAL PARTNERS
    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 61,641 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $8,131,103.

    13F-HR 0001085146-24-005223 filed by STEVENS CAPITAL PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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