BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: IUSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC on IUSV, newest first. How the timeline and the estimate are built.
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 2,455 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 2,455 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $270,418.
13F-HR 0001172661-26-002983 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,455 sharesChange vs previous 13F +124 shares
0.04% of the 13F portfolio, value $251,024.
13F-HR 0001172661-26-001755 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,331 sharesChange vs previous 13F -244 shares
0.03% of the 13F portfolio, value $239,021.
13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,575 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $257,371.
13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,575 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $243,672.
13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,575 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $237,647.
13F-HR 0001172661-25-001595 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,575 sharesChange vs previous 13F +288 shares
0.04% of the 13F portfolio, value $238,419.
13F-HR 0001172661-25-000267 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,287 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $218,386.
13F-HR 0001172661-24-004381 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).