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Birchcreek Wealth Management, LLC: IUSV position timeline

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

Birchcreek Wealth Management, LLC held 204,617 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,617 shares
    Change vs previous 13F +2,822 shares

    8.78% of the 13F portfolio, value $22,538,544.

    13F-HR 0001951757-26-001103 filed by Birchcreek Wealth Management, 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 201,795 shares
    Change vs previous 13F +2,518 shares

    9.94% of the 13F portfolio, value $20,633,553.

    13F-HR 0001951757-26-000808 filed by Birchcreek Wealth Management, 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 199,277 shares
    Change vs previous 13F +30,931 shares

    10.03% of the 13F portfolio, value $20,433,813.

    13F-HR 0001951757-26-000214 filed by Birchcreek Wealth Management, 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 168,346 shares
    Change vs previous 13F +14,899 shares

    8.69% of the 13F portfolio, value $16,826,224.

    13F-HR 0001951757-25-001192 filed by Birchcreek Wealth Management, 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 153,447 shares
    Change vs previous 13F +9,110 shares

    8.23% of the 13F portfolio, value $14,520,648.

    13F-HR 0001951757-25-001045 filed by Birchcreek Wealth Management, 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 144,337 shares
    Change vs previous 13F +15,355 shares

    8.41% of the 13F portfolio, value $13,320,897.

    13F-HR 0001951757-25-000520 filed by Birchcreek Wealth Management, 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 128,982 shares
    Change vs previous 13F +6,161 shares

    7.5% of the 13F portfolio, value $11,942,443.

    13F-HR 0001951757-25-000175 filed by Birchcreek Wealth Management, 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 122,821 shares
    Change vs previous 13F not available

    7.69% of the 13F portfolio, value $11,728,211.

    13F-HR 0001951757-24-001182 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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