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Simply Money Advisors: IUSV position timeline

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

Simply Money Advisors held 457,047 IUSV shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 457,047 shares
    Change vs previous 13F -11,364 shares

    3.42% of the 13F portfolio, value $24,278,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 468,411 shares
    Change vs previous 13F +7,697 shares

    3.35% of the 13F portfolio, value $25,950,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 460,714 shares
    Change vs previous 13F +15,770 shares

    3.19% of the 13F portfolio, value $24,118,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 444,944 shares
    Change vs previous 13F +19,111 shares

    3.09% of the 13F portfolio, value $22,665,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 425,833 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $21,496,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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