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Disclosery

Drake & Associates, LLC: IUSV position timeline

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

Drake & Associates, LLC held 20,238 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 20,238 shares
    Change vs previous 13F -159 shares

    0.38% of the 13F portfolio, value $2,229,250.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 20,397 shares
    Change vs previous 13F -1,254 shares

    0.4% of the 13F portfolio, value $2,085,551.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 21,651 shares
    Change vs previous 13F -2,266 shares

    0.44% of the 13F portfolio, value $2,220,066.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 23,917 shares
    Change vs previous 13F -259,111 shares

    0.5% of the 13F portfolio, value $2,409,160.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 283,028 shares
    Change vs previous 13F +12,790 shares

    6.56% of the 13F portfolio, value $26,782,932.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 270,238 shares
    Change vs previous 13F +7,191 shares

    7.01% of the 13F portfolio, value $24,940,234.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 263,047 shares
    Change vs previous 13F +15,087 shares

    7.06% of the 13F portfolio, value $24,818,494.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 247,960 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $23,677,745.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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