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Disclosery

DAVENPORT & Co LLC: IUSG position timeline

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

DAVENPORT & Co LLC held 3,113 IUSG 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 3,113 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $585,611.

    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 3,218 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $499,216.

    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 3,293 shares
    Change vs previous 13F -126 shares

    <0.01% of the 13F portfolio, value $553,060.

    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 3,419 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $562,518.

    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 3,375 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $507,532.

    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 3,001 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $381,310.

    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 2,971 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $413,946.

    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 2,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $395,143.

    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).