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Carl P. Sherr & Co., LLC: IUSV position timeline

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

Carl P. Sherr & Co., LLC held 134,098 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,098 shares
    Change vs previous 13F -2,329 shares

    6.19% of the 13F portfolio, value $14,770,895.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 136,427 shares
    Change vs previous 13F -564 shares

    6.55% of the 13F portfolio, value $13,949,678.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 136,991 shares
    Change vs previous 13F +1,430 shares

    6.43% of the 13F portfolio, value $14,414,164.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 135,561 shares
    Change vs previous 13F +2,052 shares

    6.42% of the 13F portfolio, value $13,549,371.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 133,509 shares
    Change vs previous 13F +569 shares

    6.39% of the 13F portfolio, value $12,633,974.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 132,940 shares
    Change vs previous 13F -1,569 shares

    6.71% of the 13F portfolio, value $12,269,029.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 134,509 shares
    Change vs previous 13F +1,696 shares

    6.54% of the 13F portfolio, value $12,454,144.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 132,813 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $12,682,323.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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