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Disclosery

Unified Investment Management: IUSG position timeline

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

Unified Investment Management held 1,400 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,400 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $271,250.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,400 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $263,326.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    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 1,400 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $217,154.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    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 1,400 shares
    Change vs previous 13F -240 shares

    0.24% of the 13F portfolio, value $235,116.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    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 1,640 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $269,846.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    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 1,640 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $246,656.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    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 1,640 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $208,411.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    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 1,640 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $228,534.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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