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Disclosery

Kroeger Financial Partners: IUSV position timeline

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

Kroeger Financial Partners held 3,222 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,222 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $354,903.

    13F-HR 0002146729-26-000002 filed by Kroeger Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).