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Disclosery

Bank of Marin: IUSV position timeline

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

Bank of Marin held 3,922 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,922 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $432,008.

    13F-HR 0001628280-26-056805 filed by Bank of Marin
    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 3,922 shares
    Change vs previous 13F +102 shares

    0.29% of the 13F portfolio, value $401,024.

    13F-HR 0001628280-26-034926 filed by Bank of Marin
    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 3,820 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $391,702.

    13F-HR 0001628280-26-008268 filed by Bank of Marin
    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 3,820 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $381,809.

    13F-HR 0001628280-25-049072 filed by Bank of Marin
    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 3,820 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $361,486.

    13F-HR 0001801145-25-000006 filed by Bank of Marin
    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 3,820 shares
    Change vs previous 13F -300 shares

    0.45% of the 13F portfolio, value $352,547.

    13F-HR 0001801145-25-000004 filed by Bank of Marin
    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 4,120 shares
    Change vs previous 13F -196 shares

    0.3% of the 13F portfolio, value $381,470.

    13F-HR 0001801145-25-000002 filed by Bank of Marin
    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 4,316 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $412,134.

    13F-HR 0001801145-24-000008 filed by Bank of Marin
    Filed (acceptance time not in the bulk data set), ingested

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