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Disclosery

Financial Council, LLC: IUSV position timeline

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

Financial Council, LLC held 90,868 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,868 shares
    Change vs previous 13F +83 shares

    3.25% of the 13F portfolio, value $10,009,110.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 90,785 shares
    Change vs previous 13F +319 shares

    3.58% of the 13F portfolio, value $9,282,766.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 90,466 shares
    Change vs previous 13F -558 shares

    3.7% of the 13F portfolio, value $9,276,384.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 91,024 shares
    Change vs previous 13F -413 shares

    4.04% of the 13F portfolio, value $9,097,849.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 91,437 shares
    Change vs previous 13F +158 shares

    4.17% of the 13F portfolio, value $8,652,683.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 91,279 shares
    Change vs previous 13F +76 shares

    4.54% of the 13F portfolio, value $8,424,139.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 91,203 shares
    Change vs previous 13F -23 shares

    4.35% of the 13F portfolio, value $8,444,486.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 91,226 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $8,711,171.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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