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Hoxton Planning & Management, LLC: IUSV position timeline

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

Hoxton Planning & Management, LLC held 7,626 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,626 shares
    Change vs previous 13F +282 shares

    0.22% of the 13F portfolio, value $840,004.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 7,344 shares
    Change vs previous 13F +170 shares

    0.23% of the 13F portfolio, value $750,924.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 7,174 shares
    Change vs previous 13F -44 shares

    0.22% of the 13F portfolio, value $735,622.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 7,218 shares
    Change vs previous 13F -8,230 shares

    0.23% of the 13F portfolio, value $721,439.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 15,448 shares
    Change vs previous 13F +83 shares

    0.51% of the 13F portfolio, value $1,461,844.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, 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 15,365 shares
    Change vs previous 13F +8,592 shares

    0.54% of the 13F portfolio, value $1,418,036.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, 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 6,773 shares
    Change vs previous 13F +65 shares

    0.24% of the 13F portfolio, value $627,112.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, 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 6,708 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $640,547.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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