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Guidance Point Advisors, LLC: IUSV position timeline

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

Guidance Point Advisors, LLC held 28,606 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,606 shares
    Change vs previous 13F +29 shares

    0.67% of the 13F portfolio, value $3,151,202.

    13F-HR 0001172661-26-002985 filed by Guidance Point Advisors, 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 28,577 shares
    Change vs previous 13F +562 shares

    0.69% of the 13F portfolio, value $2,922,301.

    13F-HR 0001172661-26-001740 filed by Guidance Point Advisors, 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 28,015 shares
    Change vs previous 13F +33 shares

    0.67% of the 13F portfolio, value $2,873,012.

    13F-HR 0001172661-26-000601 filed by Guidance Point Advisors, 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 27,982 shares
    Change vs previous 13F -985 shares

    0.67% of the 13F portfolio, value $2,797,049.

    13F-HR 0001172661-25-004412 filed by Guidance Point Advisors, 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 28,967 shares
    Change vs previous 13F +337 shares

    0.7% of the 13F portfolio, value $2,741,255.

    13F-HR 0001172661-25-002997 filed by Guidance Point Advisors, 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 28,630 shares
    Change vs previous 13F +784 shares

    0.75% of the 13F portfolio, value $2,642,410.

    13F-HR 0001172661-25-001819 filed by Guidance Point Advisors, 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 27,846 shares
    Change vs previous 13F +42 shares

    0.72% of the 13F portfolio, value $2,578,325.

    13F-HR 0001172661-25-000717 filed by Guidance Point Advisors, 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 27,804 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,655,023.

    13F-HR 0001172661-24-004408 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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