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Family Capital Management, Inc.: IUSV position timeline

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

Family Capital Management, Inc. held 76,041 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,041 shares
    Change vs previous 13F +1,036 shares

    3.25% of the 13F portfolio, value $8,375,876.

    13F-HR 0001964344-26-000004 filed by Family Capital 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 75,005 shares
    Change vs previous 13F +25,107 shares

    3.41% of the 13F portfolio, value $7,669,272.

    13F-HR 0001964344-26-000002 filed by Family Capital 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 49,898 shares
    Change vs previous 13F +5,339 shares

    2.27% of the 13F portfolio, value $5,116,501.

    13F-HR 0001964344-26-000001 filed by Family Capital 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 44,559 shares
    Change vs previous 13F +1,695 shares

    2.13% of the 13F portfolio, value $4,453,672.

    13F-HR 0001964344-25-000002 filed by Family Capital 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 42,864 shares
    Change vs previous 13F +5,869 shares

    2.13% of the 13F portfolio, value $4,056,204.

    13F-HR 0001085146-25-004323 filed by Family Capital 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 36,995 shares
    Change vs previous 13F +4,033 shares

    2.11% of the 13F portfolio, value $3,414,269.

    13F-HR 0001085146-25-002475 filed by Family Capital 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 32,962 shares
    Change vs previous 13F +4,443 shares

    1.84% of the 13F portfolio, value $3,051,952.

    13F-HR 0001085146-25-000619 filed by Family Capital 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 28,519 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,723,279.

    13F-HR 0001085146-24-005559 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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