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Disclosery

Family Manage LLC: IUSV position timeline

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

Family Manage LLC held 31,284 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,284 shares
    Change vs previous 13F +327 shares

    0.36% of the 13F portfolio, value $3,445,933.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 30,957 shares
    Change vs previous 13F +482 shares

    0.38% of the 13F portfolio, value $3,165,353.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 30,475 shares
    Change vs previous 13F -540 shares

    0.39% of the 13F portfolio, value $3,124,907.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 31,015 shares
    Change vs previous 13F -68 shares

    0.43% of the 13F portfolio, value $3,099,949.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 31,083 shares
    Change vs previous 13F -2,329 shares

    0.45% of the 13F portfolio, value $2,941,384.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 33,412 shares
    Change vs previous 13F -584 shares

    0.51% of the 13F portfolio, value $3,083,630.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 33,996 shares
    Change vs previous 13F -5,438 shares

    0.51% of the 13F portfolio, value $3,147,690.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 39,434 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,765,553.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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