Elm Partners Management LLC: IUSV position timeline

Elm Partners Management LLC held 55,571 IUSV shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 55,571 shares

   Change vs previous 13F +5,815 shares

   0.18% of the 13F portfolio, value $6,121,128.

   13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:31:02 UTC, ingested 2026-10-07 16:31:30 UTC

2. period ended2026-03-31

   13F 49,756 shares

   Change vs previous 13F +4,623 shares

   0.22% of the 13F portfolio, value $4,998,966.

   13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 45,133 shares

   Change vs previous 13F -29 shares

   0.17% of the 13F portfolio, value $4,627,916.

   13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:30:07 UTC, ingested 2026-10-07 16:30:30 UTC

4. period ended2025-09-30

   13F/A 45,162 shares

   Change vs previous 13F -577 shares

   0.18% of the 13F portfolio, value $4,513,918.

   13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:29:10 UTC, ingested 2026-10-07 16:30:30 UTC

5. period ended2025-06-30

   13F/A 45,739 shares

   Change vs previous 13F -5,275 shares

   0.2% of the 13F portfolio, value $4,328,257.

   13F-HR/A 0001172661-26-004419 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:28:10 UTC, ingested 2026-10-07 16:29:30 UTC

6. period ended2025-03-31

   13F/A 51,014 shares

   Change vs previous 13F -8,087 shares

   0.24% of the 13F portfolio, value $4,708,056.

   13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
   Accepted 2026-10-07 16:03:14 UTC, ingested 2026-10-07 16:04:30 UTC

7. period ended2024-12-31

   13F 59,101 shares

   Change vs previous 13F +7,883 shares

   0.37% of the 13F portfolio, value $5,472,139.

   13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 51,218 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $4,890,772.

   13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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