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FIDUCIARY ADVISORS, INC.: IUSV position timeline

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

FIDUCIARY ADVISORS, INC. held 8,316 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,316 shares
    Change vs previous 13F -1,008 shares

    0.62% of the 13F portfolio, value $915,975.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, 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 9,324 shares
    Change vs previous 13F +1,833 shares

    0.72% of the 13F portfolio, value $953,381.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, 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 7,491 shares
    Change vs previous 13F +40 shares

    0.58% of the 13F portfolio, value $768,105.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, 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 7,451 shares
    Change vs previous 13F +18 shares

    0.6% of the 13F portfolio, value $744,735.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, 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 7,433 shares
    Change vs previous 13F +103 shares

    0.62% of the 13F portfolio, value $703,376.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, 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 7,330 shares
    Change vs previous 13F -170 shares

    0.67% of the 13F portfolio, value $676,477.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, 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 7,500 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $694,445.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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