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Disclosery

Next Capital Management LLC: IUSV position timeline

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

Next Capital Management LLC held 19,159 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,159 shares
    Change vs previous 13F -401 shares

    0.57% of the 13F portfolio, value $2,110,398.

    13F-HR 0001437749-26-025432 filed by Next Capital Management LLC
    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 19,560 shares
    Change vs previous 13F -821 shares

    0.61% of the 13F portfolio, value $2,000,059.

    13F-HR 0001437749-26-015365 filed by Next Capital Management LLC
    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 20,381 shares
    Change vs previous 13F +5,379 shares

    0.67% of the 13F portfolio, value $2,089,905.

    13F-HR 0001437749-26-003766 filed by Next Capital Management LLC
    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 15,002 shares
    Change vs previous 13F +1,455 shares

    0.5% of the 13F portfolio, value $1,499,495.

    13F-HR 0001437749-25-033205 filed by Next Capital Management LLC
    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 13,547 shares
    Change vs previous 13F +254 shares

    0.47% of the 13F portfolio, value $1,281,960.

    13F-HR 0001437749-25-024802 filed by Next Capital Management LLC
    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 13,293 shares
    Change vs previous 13F +98 shares

    0.59% of the 13F portfolio, value $1,226,810.

    13F-HR 0001437749-25-014677 filed by Next Capital Management LLC
    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 +164 shares

    0.5% of the 13F portfolio, value $1,221,727.

    13F-HR 0001437749-25-003355 filed by Next Capital Management LLC
    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 13,031 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,244,339.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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