Skip to content
Disclosery

Ulland Investment Advisors, LLC: IUSG position timeline

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

Ulland Investment Advisors, LLC held 5,005 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,005 shares
    Change vs previous 13F -385 shares

    0.68% of the 13F portfolio, value $970,000.

    13F-HR 0001911497-26-000005 filed by Ulland Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,390 shares
    Change vs previous 13F -536 shares

    0.75% of the 13F portfolio, value $1,014,000.

    13F-HR 0001911497-26-000004 filed by Ulland Investment 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 ended2026-03-31
    13F 5,926 shares
    Change vs previous 13F -20 shares

    0.79% of the 13F portfolio, value $919,000.

    13F-HR 0001911497-26-000002 filed by Ulland Investment 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 ended2025-12-31
    13F 5,946 shares
    Change vs previous 13F -360 shares

    0.8% of the 13F portfolio, value $999,000.

    13F-HR 0001911497-26-000001 filed by Ulland Investment 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 ended2025-09-30
    13F 6,306 shares
    Change vs previous 13F -20 shares

    0.78% of the 13F portfolio, value $1,038,000.

    13F-HR 0001911497-25-000006 filed by Ulland Investment 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 ended2025-06-30
    13F 6,326 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $951,000.

    13F-HR 0001911497-25-000004 filed by Ulland Investment 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 ended2025-03-31
    13F 6,326 shares
    Change vs previous 13F -410 shares

    0.67% of the 13F portfolio, value $804,000.

    13F-HR 0001911497-25-000002 filed by Ulland Investment 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 ended2024-12-31
    13F 6,736 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $939,000.

    13F-HR 0001911497-25-000001 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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