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Disclosery

Clifford Group, LLC: IUSV position timeline

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

Clifford Group, LLC held 2,997 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,997 shares
    Change vs previous 13F -84 shares

    0.23% of the 13F portfolio, value $330,120.

    13F-HR 0001965522-26-000004 filed by Clifford Group, 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 3,081 shares
    Change vs previous 13F -97 shares

    0.24% of the 13F portfolio, value $315,032.

    13F-HR 0001965522-26-000003 filed by Clifford Group, 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 3,178 shares
    Change vs previous 13F -641 shares

    0.25% of the 13F portfolio, value $325,872.

    13F-HR 0001965522-26-000002 filed by Clifford Group, 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 3,819 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $381,709.

    13F-HR 0001965522-25-000007 filed by Clifford Group, 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 3,819 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $361,392.

    13F-HR 0001965522-25-000006 filed by Clifford Group, 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 3,819 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $352,456.

    13F-HR 0001965522-25-000005 filed by Clifford Group, 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 3,819 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $353,601.

    13F-HR 0001965522-25-000002 filed by Clifford Group, 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 3,819 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $364,676.

    13F-HR 0001965522-24-000004 filed by Clifford Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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