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Endurance Wealth Management, Inc.: IUSV position timeline

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

Endurance Wealth Management, Inc. held 23,578 IUSV shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 23,578 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,845,000.

    13F-HR 0000950123-23-007014 filed by Endurance Wealth 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 ended2023-03-31
    13F 23,578 shares
    Change vs previous 13F +100 shares

    0.25% of the 13F portfolio, value $1,740,000.

    13F-HR 0000950123-23-003571 filed by Endurance Wealth 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 ended2022-12-31
    13F 23,478 shares
    Change vs previous 13F +72 shares

    0.25% of the 13F portfolio, value $1,659,000.

    13F-HR 0000950123-23-000616 filed by Endurance Wealth 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 ended2022-09-30
    13F 23,406 shares
    Change vs previous 13F +55 shares

    0.24% of the 13F portfolio, value $1,465,000.

    13F-HR 0000950123-22-010374 filed by Endurance Wealth 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 ended2022-06-30
    13F 23,351 shares
    Change vs previous 13F -200 shares

    0.24% of the 13F portfolio, value $1,562,000.

    13F-HR 0000950123-22-007284 filed by Endurance Wealth 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 ended2022-03-31
    13F 23,551 shares
    Change vs previous 13F -64,646 shares

    0.23% of the 13F portfolio, value $1,787,000.

    13F-HR 0000950123-22-004138 filed by Endurance Wealth 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 ended2021-12-31
    13F 88,197 shares
    Change vs previous 13F -8,965 shares

    0.72% of the 13F portfolio, value $6,736,000.

    13F-HR 0000950123-22-000327 filed by Endurance Wealth 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 ended2021-09-30
    13F 97,162 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $6,887,000.

    13F-HR 0000950123-21-013646 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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