Skip to content
Disclosery

Cosner Financial Group, LLC: IUSV position timeline

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

Cosner Financial Group, LLC held 141,107 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,107 shares
    Change vs previous 13F +1,244 shares

    7.98% of the 13F portfolio, value $15,542,967.

    13F-HR 0001674627-26-000005 filed by Cosner Financial 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 139,863 shares
    Change vs previous 13F +345 shares

    7.85% of the 13F portfolio, value $14,300,980.

    13F-HR 0001674627-26-000003 filed by Cosner Financial 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 139,518 shares
    Change vs previous 13F +865 shares

    7.3% of the 13F portfolio, value $14,306,132.

    13F-HR 0001674627-26-000001 filed by Cosner Financial 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 138,653 shares
    Change vs previous 13F -2,199 shares

    7.45% of the 13F portfolio, value $13,858,357.

    13F-HR 0001674627-25-000008 filed by Cosner Financial 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 140,852 shares
    Change vs previous 13F -3,450 shares

    7.42% of the 13F portfolio, value $13,328,871.

    13F-HR 0001674627-25-000005 filed by Cosner Financial 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 144,302 shares
    Change vs previous 13F +2,165 shares

    8.14% of the 13F portfolio, value $13,317,589.

    13F-HR 0001674627-25-000004 filed by Cosner Financial 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 142,137 shares
    Change vs previous 13F +1,512 shares

    8.34% of the 13F portfolio, value $13,160,491.

    13F-HR 0001674627-25-000002 filed by Cosner Financial 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 140,625 shares
    Change vs previous 13F not available

    8.66% of the 13F portfolio, value $13,428,239.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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