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Disclosery

VestGen Investment Management: IUSB position timeline

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

VestGen Investment Management held 43,178 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,178 shares
    Change vs previous 13F +6,136 shares

    1.06% of the 13F portfolio, value $1,992,665.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 37,042 shares
    Change vs previous 13F +257 shares

    0.94% of the 13F portfolio, value $1,710,959.

    13F-HR 0001511739-26-000002 filed by VestGen 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 ended2025-12-31
    13F 36,785 shares
    Change vs previous 13F -1,013 shares

    0.95% of the 13F portfolio, value $1,711,951.

    13F-HR 0001511739-26-000001 filed by VestGen 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 ended2025-09-30
    13F 37,798 shares
    Change vs previous 13F -1,417 shares

    1.06% of the 13F portfolio, value $1,765,543.

    13F-HR 0001511739-25-000007 filed by VestGen 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 ended2025-06-30
    13F 39,215 shares
    Change vs previous 13F -9,138 shares

    1.3% of the 13F portfolio, value $1,812,926.

    13F-HR 0001511739-25-000005 filed by VestGen 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 ended2025-03-31
    13F 48,353 shares
    Change vs previous 13F -7,035 shares

    1.68% of the 13F portfolio, value $2,228,096.

    13F-HR 0001511739-25-000004 filed by VestGen 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 ended2024-12-31
    13F 55,388 shares
    Change vs previous 13F -25,076 shares

    0.68% of the 13F portfolio, value $2,503,555.

    13F-HR 0001511739-25-000001 filed by VestGen 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 ended2024-09-30
    13F 80,464 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,791,441.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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