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Disclosery

DAVENPORT & Co LLC: IUSB position timeline

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

DAVENPORT & Co LLC held 64,173 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,173 shares
    Change vs previous 13F +12,856 shares

    0.02% of the 13F portfolio, value $2,961,566.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & 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 51,317 shares
    Change vs previous 13F +7,899 shares

    0.01% of the 13F portfolio, value $2,370,314.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & 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 43,418 shares
    Change vs previous 13F +690 shares

    0.01% of the 13F portfolio, value $2,020,655.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & 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 42,728 shares
    Change vs previous 13F -2,384 shares

    0.01% of the 13F portfolio, value $1,995,831.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & 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 45,112 shares
    Change vs previous 13F -1,158 shares

    0.01% of the 13F portfolio, value $2,085,534.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & 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 46,270 shares
    Change vs previous 13F +20,583 shares

    0.01% of the 13F portfolio, value $2,132,123.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & 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 25,687 shares
    Change vs previous 13F +2,012 shares

    0.01% of the 13F portfolio, value $1,161,054.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & 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 23,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,115,585.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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