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MOTIVE WEALTH ADVISORS: IUSV position timeline

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

MOTIVE WEALTH ADVISORS held 75,144 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,144 shares
    Change vs previous 13F -78 shares

    3.4% of the 13F portfolio, value $8,277,106.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 75,222 shares
    Change vs previous 13F -677 shares

    3.61% of the 13F portfolio, value $7,691,444.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 75,899 shares
    Change vs previous 13F -1,582 shares

    3.31% of the 13F portfolio, value $7,782,678.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 77,481 shares
    Change vs previous 13F +1,167 shares

    3.34% of the 13F portfolio, value $7,744,221.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 76,314 shares
    Change vs previous 13F +2,342 shares

    3.29% of the 13F portfolio, value $7,221,589.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 73,972 shares
    Change vs previous 13F -1,649 shares

    3.65% of the 13F portfolio, value $6,826,871.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 75,621 shares
    Change vs previous 13F -481 shares

    3.76% of the 13F portfolio, value $7,001,743.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 76,102 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $6,706,865.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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