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Disclosery

Collier Financial: IUSV position timeline

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

Collier Financial held 4,202 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,202 shares
    Change vs previous 13F -13 shares

    0.32% of the 13F portfolio, value $462,876.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 4,215 shares
    Change vs previous 13F +390 shares

    0.33% of the 13F portfolio, value $430,988.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 3,825 shares
    Change vs previous 13F +29 shares

    0.29% of the 13F portfolio, value $392,224.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 3,796 shares
    Change vs previous 13F +2,744 shares

    0.29% of the 13F portfolio, value $379,425.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,052 shares
    Change vs previous 13F +192 shares

    0.08% of the 13F portfolio, value $97,107.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 860 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $79,627.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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