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McGlone Suttner Wealth Management, Inc.: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGlone Suttner Wealth Management, Inc. on IUSV, newest first. How the timeline and the estimate are built.

McGlone Suttner Wealth Management, Inc. held 673,208 IUSV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 673,208 shares
    Change vs previous 13F +8,591 shares

    8.62% of the 13F portfolio, value $74,241,384.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 664,617 shares
    Change vs previous 13F +11,315 shares

    8.59% of the 13F portfolio, value $73,207,578.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 653,302 shares
    Change vs previous 13F +9,428 shares

    8.85% of the 13F portfolio, value $66,800,176.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 643,874 shares
    Change vs previous 13F +18,727 shares

    8.88% of the 13F portfolio, value $66,022,875.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 625,147 shares
    Change vs previous 13F +11,659 shares

    8.74% of the 13F portfolio, value $62,483,398.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 613,488 shares
    Change vs previous 13F +19,390 shares

    8.77% of the 13F portfolio, value $58,054,396.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 594,098 shares
    Change vs previous 13F +13,675 shares

    9% of the 13F portfolio, value $54,829,299.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 580,423 shares
    Change vs previous 13F not available

    8.97% of the 13F portfolio, value $53,741,404.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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