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SWEENEY & MICHEL, LLC: IUSG position timeline

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

SWEENEY & MICHEL, LLC held 9,359 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,359 shares
    Change vs previous 13F +11 shares

    0.48% of the 13F portfolio, value $1,817,485.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 9,348 shares
    Change vs previous 13F +11 shares

    0.46% of the 13F portfolio, value $1,564,970.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 9,337 shares
    Change vs previous 13F +15 shares

    0.46% of the 13F portfolio, value $1,555,029.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 9,322 shares
    Change vs previous 13F +14 shares

    0.51% of the 13F portfolio, value $1,502,918.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 9,308 shares
    Change vs previous 13F +63 shares

    0.5% of the 13F portfolio, value $1,407,798.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 9,245 shares
    Change vs previous 13F -1,415 shares

    0.46% of the 13F portfolio, value $1,050,861.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,660 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,431,803.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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