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MARYLAND CAPITAL ADVISORS INC.: IUSV position timeline

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

MARYLAND CAPITAL ADVISORS INC. held 13,080 IUSV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,080 shares
    Change vs previous 13F +7 shares

    0.45% of the 13F portfolio, value $1,442,441.

    13F-HR 0001891201-26-000005 filed by MARYLAND CAPITAL ADVISORS INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,073 shares
    Change vs previous 13F +12 shares

    0.46% of the 13F portfolio, value $1,440,010.

    13F-HR 0001891201-26-000003 filed by MARYLAND CAPITAL ADVISORS 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 13,061 shares
    Change vs previous 13F +8 shares

    0.45% of the 13F portfolio, value $1,339,292.

    13F-HR 0001891201-26-000001 filed by MARYLAND CAPITAL ADVISORS 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 13,053 shares
    Change vs previous 13F -155 shares

    0.47% of the 13F portfolio, value $1,304,657.

    13F-HR 0001891201-25-000005 filed by MARYLAND CAPITAL ADVISORS 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 13,208 shares
    Change vs previous 13F +7 shares

    0.49% of the 13F portfolio, value $1,249,872.

    13F-HR 0001891201-25-000004 filed by MARYLAND CAPITAL ADVISORS 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 13,201 shares
    Change vs previous 13F +6 shares

    0.54% of the 13F portfolio, value $1,218,323.

    13F-HR 0001891201-25-000002 filed by MARYLAND CAPITAL ADVISORS 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 13,195 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,221,739.

    13F-HR 0001891201-25-000001 filed by MARYLAND CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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