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Eley Financial Management, Inc: IUSV position timeline

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

Eley Financial Management, Inc held 51,439 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,439 shares
    Change vs previous 13F -61 shares

    1.83% of the 13F portfolio, value $5,666,006.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, Inc
    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/A 51,500 shares
    Change vs previous 13F +815 shares

    1.9% of the 13F portfolio, value $5,265,875.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, Inc
    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 50,685 shares
    Change vs previous 13F +794 shares

    1.87% of the 13F portfolio, value $5,197,240.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, Inc
    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 49,891 shares
    Change vs previous 13F -329 shares

    1.8% of the 13F portfolio, value $4,986,605.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, Inc
    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 50,220 shares
    Change vs previous 13F +47 shares

    1.82% of the 13F portfolio, value $4,752,319.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, Inc
    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 50,173 shares
    Change vs previous 13F +6 shares

    1.85% of the 13F portfolio, value $4,624,947.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, Inc
    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 50,167 shares
    Change vs previous 13F -1,202 shares

    1.81% of the 13F portfolio, value $4,644,963.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, Inc
    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 51,369 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $4,905,226.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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