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Disclosery

Peninsula Wealth, LLC: IUSV position timeline

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

Peninsula Wealth, LLC held 12,476 IUSV shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 12,476 shares
    Change vs previous 13F +2,033 shares

    0.2% of the 13F portfolio, value $1,155,179.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 10,443 shares
    Change vs previous 13F -125 shares

    0.18% of the 13F portfolio, value $1,015,535.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,568 shares
    Change vs previous 13F +8,160 shares

    0.18% of the 13F portfolio, value $951,729.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 2,408 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $217,789.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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