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Disclosery

Certified Advisory Corp: IUSV position timeline

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

Certified Advisory Corp held 42,269 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,269 shares
    Change vs previous 13F -26,473 shares

    0.38% of the 13F portfolio, value $4,655,980.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 68,742 shares
    Change vs previous 13F -45,402 shares

    0.63% of the 13F portfolio, value $7,028,827.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 114,144 shares
    Change vs previous 13F -2,946 shares

    1.07% of the 13F portfolio, value $11,704,340.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 117,090 shares
    Change vs previous 13F -3,099 shares

    1.11% of the 13F portfolio, value $11,703,164.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 120,189 shares
    Change vs previous 13F +726 shares

    1.18% of the 13F portfolio, value $11,373,459.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 119,463 shares
    Change vs previous 13F -2,374 shares

    1.25% of the 13F portfolio, value $11,025,214.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 121,837 shares
    Change vs previous 13F +961 shares

    1.22% of the 13F portfolio, value $11,280,898.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 120,876 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $11,542,463.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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