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R. W. Roge & Company, Inc.: IUSV position timeline

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

R. W. Roge & Company, Inc. held 9,677 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 9,677 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,065,000.

    13F-HR 0001800745-26-000004 filed by R. W. Roge & Company, 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 9,677 shares
    Change vs previous 13F -38 shares

    0.47% of the 13F portfolio, value $989,000.

    13F-HR 0001800745-26-000003 filed by R. W. Roge & Company, 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 9,715 shares
    Change vs previous 13F -17 shares

    0.49% of the 13F portfolio, value $996,000.

    13F-HR 0001800745-26-000002 filed by R. W. Roge & Company, 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 9,732 shares
    Change vs previous 13F -16 shares

    0.5% of the 13F portfolio, value $972,000.

    13F-HR 0001800745-25-000002 filed by R. W. Roge & Company, 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 9,748 shares
    Change vs previous 13F +556 shares

    0.52% of the 13F portfolio, value $922,000.

    13F-HR 0001907157-25-000036 filed by R. W. Roge & Company, 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 9,192 shares
    Change vs previous 13F +263 shares

    0.46% of the 13F portfolio, value $848,000.

    13F-HR 0001842974-25-000016 filed by R. W. Roge & Company, 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 8,929 shares
    Change vs previous 13F -186 shares

    0.45% of the 13F portfolio, value $826,000.

    13F-HR 0001907157-25-000008 filed by R. W. Roge & Company, 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 9,115 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $870,000.

    13F-HR 0001906937-24-000003 filed by R. W. Roge & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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