Skip to content
Disclosery

STRATEGY ASSET MANAGERS LLC: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGY ASSET MANAGERS LLC on IUSB, newest first. How the timeline and the estimate are built.

STRATEGY ASSET MANAGERS LLC held 89,258 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,258 shares
    Change vs previous 13F +13,299 shares

    0.62% of the 13F portfolio, value $4,119,275.

    13F-HR 0001166716-26-000005 filed by STRATEGY ASSET MANAGERS 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 75,959 shares
    Change vs previous 13F +6,080 shares

    0.58% of the 13F portfolio, value $3,508,529.

    13F-HR 0001166716-26-000004 filed by STRATEGY ASSET MANAGERS 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 69,879 shares
    Change vs previous 13F +17,719 shares

    0.53% of the 13F portfolio, value $3,252,159.

    13F-HR 0001166716-26-000002 filed by STRATEGY ASSET MANAGERS 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 52,160 shares
    Change vs previous 13F +38,896 shares

    0.44% of the 13F portfolio, value $2,436,393.

    13F-HR 0001166716-25-000007 filed by STRATEGY ASSET MANAGERS 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 13,264 shares
    Change vs previous 13F -54,833 shares

    0.11% of the 13F portfolio, value $613,203.

    13F-HR 0001166716-25-000004 filed by STRATEGY ASSET MANAGERS 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 68,097 shares
    Change vs previous 13F +2,149 shares

    0.65% of the 13F portfolio, value $3,137,908.

    13F-HR 0001166716-25-000003 filed by STRATEGY ASSET MANAGERS 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 65,948 shares
    Change vs previous 13F -7,760 shares

    0.58% of the 13F portfolio, value $2,980,871.

    13F-HR 0001166716-25-000002 filed by STRATEGY ASSET MANAGERS 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 73,708 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,473,119.

    13F-HR 0001166716-24-000005 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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