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Disclosery

Nadler Financial Group, Inc.: IUSV position timeline

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

Nadler Financial Group, Inc. held 443,540 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 443,540 shares
    Change vs previous 13F -9,886 shares

    4.14% of the 13F portfolio, value $48,855,942.

    13F-HR 0001541787-26-000008 filed by Nadler Financial Group, 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 453,426 shares
    Change vs previous 13F -4,909 shares

    4.47% of the 13F portfolio, value $46,362,822.

    13F-HR 0001541787-26-000006 filed by Nadler Financial Group, 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 458,335 shares
    Change vs previous 13F +11,503 shares

    4.37% of the 13F portfolio, value $46,997,695.

    13F-HR 0001541787-26-000005 filed by Nadler Financial Group, 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 446,832 shares
    Change vs previous 13F +36,500 shares

    4.26% of the 13F portfolio, value $44,660,830.

    13F-HR 0001541787-25-000008 filed by Nadler Financial Group, 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 410,332 shares
    Change vs previous 13F +2,605 shares

    3.98% of the 13F portfolio, value $38,829,744.

    13F-HR 0001541787-25-000005 filed by Nadler Financial Group, 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 407,727 shares
    Change vs previous 13F +1,514 shares

    4.17% of the 13F portfolio, value $37,629,100.

    13F-HR 0001541787-25-000004 filed by Nadler Financial Group, 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 406,213 shares
    Change vs previous 13F +13,803 shares

    3.96% of the 13F portfolio, value $37,611,246.

    13F-HR 0001541787-25-000003 filed by Nadler Financial Group, 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 392,410 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $37,471,265.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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