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Koesten, Hirschmann & Crabtree, INC.: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Koesten, Hirschmann & Crabtree, INC. on IUSV, newest first. How the timeline and the estimate are built.

Koesten, Hirschmann & Crabtree, INC. held 4,294 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,294 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $472,985.

    13F-HR 0002072075-26-000018 filed by Koesten, Hirschmann & Crabtree, INC.
    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 4,294 shares
    Change vs previous 13F -300 shares

    0.21% of the 13F portfolio, value $439,062.

    13F-HR 0002072075-26-000004 filed by Koesten, Hirschmann & Crabtree, INC.
    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 4,594 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $471,069.

    13F-HR 0002072075-26-000002 filed by Koesten, Hirschmann & Crabtree, INC.
    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 4,594 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $459,171.

    13F-HR 0002072075-25-000006 filed by Koesten, Hirschmann & Crabtree, INC.
    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 4,594 shares
    Change vs previous 13F -410 shares

    0.22% of the 13F portfolio, value $434,731.

    13F-HR 0002072075-25-000003 filed by Koesten, Hirschmann & Crabtree, INC.
    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 5,004 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $461,820.

    13F-HR 0001963421-25-000002 filed by Koesten, Hirschmann & Crabtree, INC.
    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 5,004 shares
    Change vs previous 13F -30 shares

    0.27% of the 13F portfolio, value $463,321.

    13F-HR 0001963421-25-000001 filed by Koesten, Hirschmann & Crabtree, INC.
    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 5,034 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $480,697.

    13F-HR 0001963421-24-000005 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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