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Disclosery

INVESTED ADVISORS: XUDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTED ADVISORS on XUDV, newest first. How the timeline and the estimate are built.

INVESTED ADVISORS held 24,422 XUDV 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 24,422 shares
    Change vs previous 13F +3,498 shares

    0.68% of the 13F portfolio, value $765,153.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 20,924 shares
    Change vs previous 13F -56 shares

    0.6% of the 13F portfolio, value $590,479.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 20,980 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $555,627.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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