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Disclosery

&PARTNERS: IUSV position timeline

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

&PARTNERS held 109,887 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,887 shares
    Change vs previous 13F +15,405 shares

    0.05% of the 13F portfolio, value $12,093,566.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 94,482 shares
    Change vs previous 13F -1,202 shares

    0.05% of the 13F portfolio, value $9,665,075.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 95,684 shares
    Change vs previous 13F +9,036 shares

    0.05% of the 13F portfolio, value $9,754,830.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 86,648 shares
    Change vs previous 13F +51,909 shares

    0.06% of the 13F portfolio, value $8,660,432.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 34,739 shares
    Change vs previous 13F -2,534 shares

    0.03% of the 13F portfolio, value $3,284,246.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 37,273 shares
    Change vs previous 13F -1,115 shares

    0.04% of the 13F portfolio, value $3,407,460.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 38,388 shares
    Change vs previous 13F +4,532 shares

    0.04% of the 13F portfolio, value $3,564,355.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 33,856 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,232,900.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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