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MITCHELL MCLEOD PUGH & WILLIAMS INC: IUSV position timeline

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

MITCHELL MCLEOD PUGH & WILLIAMS INC held 10,053 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,053 shares
    Change vs previous 13F +138 shares

    0.14% of the 13F portfolio, value $1,107,335.

    13F-HR 0001398344-26-014051 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 9,915 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $1,013,800.

    13F-HR 0002085853-26-000486 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 9,905 shares
    Change vs previous 13F +13 shares

    0.15% of the 13F portfolio, value $1,066,221.

    13F-HR 0002085853-26-000247 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 9,892 shares
    Change vs previous 13F +11 shares

    0.16% of the 13F portfolio, value $1,007,836.

    13F-HR 0002085853-25-000198 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 9,881 shares
    Change vs previous 13F -204 shares

    0.17% of the 13F portfolio, value $935,026.

    13F-HR 0001632105-25-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 10,085 shares
    Change vs previous 13F +280 shares

    0.19% of the 13F portfolio, value $930,709.

    13F-HR 0001632105-25-000004 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 9,805 shares
    Change vs previous 13F +280 shares

    0.19% of the 13F portfolio, value $907,845.

    13F-HR 0001632105-25-000001 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 9,525 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $909,542.

    13F-HR 0001632105-24-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    Filed (acceptance time not in the bulk data set), ingested

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