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Atlantic Union Bankshares Corp: IUSG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlantic Union Bankshares Corp on IUSG, newest first. How the timeline and the estimate are built.

Atlantic Union Bankshares Corp held 187,866 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 187,866 shares
    Change vs previous 13F -10,921 shares

    0.59% of the 13F portfolio, value $35,335,638.

    13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
    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 198,787 shares
    Change vs previous 13F -5,880 shares

    0.59% of the 13F portfolio, value $30,833,789.

    13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
    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 204,667 shares
    Change vs previous 13F -8,089 shares

    0.64% of the 13F portfolio, value $34,371,730.

    13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
    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 212,756 shares
    Change vs previous 13F -10,260 shares

    0.66% of the 13F portfolio, value $35,006,954.

    13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
    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 223,016 shares
    Change vs previous 13F +220,695 shares

    0.77% of the 13F portfolio, value $33,541,665.

    13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
    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 2,321 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $294,953.

    13F-HR 0001104659-25-044480 filed by Atlantic Union Bankshares Corp
    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 2,321 shares
    Change vs previous 13F -1,509 shares

    0.02% of the 13F portfolio, value $323,431.

    13F-HR 0001104659-25-010353 filed by Atlantic Union Bankshares Corp
    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 3,830 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $505,215.

    13F-HR 0001104659-24-118728 filed by Atlantic Union Bankshares Corp
    Filed (acceptance time not in the bulk data set), ingested

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