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Disclosery

GDS Wealth Management: IUSV position timeline

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

GDS Wealth Management held 212,872 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,872 shares
    Change vs previous 13F -15,200 shares

    1.12% of the 13F portfolio, value $23,447,851.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 228,072 shares
    Change vs previous 13F -13,398 shares

    1.4% of the 13F portfolio, value $23,320,362.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 241,470 shares
    Change vs previous 13F -54,162 shares

    1.55% of the 13F portfolio, value $24,760,334.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 295,632 shares
    Change vs previous 13F -19,212 shares

    1.95% of the 13F portfolio, value $29,548,418.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 314,844 shares
    Change vs previous 13F -56,183 shares

    2.17% of the 13F portfolio, value $29,793,688.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 371,027 shares
    Change vs previous 13F -47,244 shares

    2.92% of the 13F portfolio, value $34,242,082.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 418,271 shares
    Change vs previous 13F -34,242 shares

    3.53% of the 13F portfolio, value $38,727,712.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 452,513 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $43,210,466.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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