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William Howard & Co Financial Advisors Inc: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Howard & Co Financial Advisors Inc on IUSG, newest first. How the timeline and the estimate are built.

William Howard & Co Financial Advisors Inc held 22,566 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,566 shares
    Change vs previous 13F 0 shares

    3.3% of the 13F portfolio, value $4,244,439.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors Inc
    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 22,566 shares
    Change vs previous 13F 0 shares

    3.02% of the 13F portfolio, value $3,500,212.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors Inc
    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 22,566 shares
    Change vs previous 13F 0 shares

    3.19% of the 13F portfolio, value $3,789,734.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors Inc
    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 22,566 shares
    Change vs previous 13F 0 shares

    3.16% of the 13F portfolio, value $3,713,010.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors Inc
    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 22,566 shares
    Change vs previous 13F 0 shares

    2.96% of the 13F portfolio, value $3,393,926.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors Inc
    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 22,566 shares
    Change vs previous 13F 0 shares

    2.69% of the 13F portfolio, value $2,867,687.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
    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 22,566 shares
    Change vs previous 13F 0 shares

    2.85% of the 13F portfolio, value $3,145,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
    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 22,566 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,977,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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