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AWM CAPITAL, LLC: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AWM CAPITAL, LLC on IUSV, newest first. How the timeline and the estimate are built.

AWM CAPITAL, LLC held 5,354 IUSV 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 5,354 shares
    Change vs previous 13F +254 shares

    0.05% of the 13F portfolio, value $589,768.

    13F-HR 0001172661-26-002966 filed by AWM CAPITAL, LLC
    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 5,100 shares
    Change vs previous 13F -163 shares

    0.05% of the 13F portfolio, value $521,505.

    13F-HR 0001172661-26-001725 filed by AWM CAPITAL, LLC
    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 5,263 shares
    Change vs previous 13F +26 shares

    0.05% of the 13F portfolio, value $539,758.

    13F-HR 0001172661-26-000937 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,237 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $523,497.

    13F-HR 0001172661-25-004483 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,216 shares
    Change vs previous 13F -91 shares

    0.05% of the 13F portfolio, value $493,613.

    13F-HR 0001172661-25-002678 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,307 shares
    Change vs previous 13F -246 shares

    0.06% of the 13F portfolio, value $489,783.

    13F-HR 0001172661-25-001613 filed by AWM CAPITAL, LLC
    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 5,553 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $514,152.

    13F-HR 0001172661-25-000501 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,553 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $530,256.

    13F-HR 0001172661-24-005100 filed by AWM CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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