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Richard W. Paul & Associates, LLC: IUSV position timeline

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

Richard W. Paul & Associates, LLC held 184,588 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,588 shares
    Change vs previous 13F +2,460 shares

    6.22% of the 13F portfolio, value $20,332,361.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 182,128 shares
    Change vs previous 13F +7,253 shares

    6.27% of the 13F portfolio, value $18,622,627.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 174,875 shares
    Change vs previous 13F +10,057 shares

    5.95% of the 13F portfolio, value $17,931,665.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 164,818 shares
    Change vs previous 13F +2,842 shares

    5.62% of the 13F portfolio, value $16,473,593.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 161,976 shares
    Change vs previous 13F +765 shares

    5.54% of the 13F portfolio, value $15,327,748.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 161,211 shares
    Change vs previous 13F -248 shares

    5.84% of the 13F portfolio, value $14,878,134.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 161,459 shares
    Change vs previous 13F +163 shares

    5.45% of the 13F portfolio, value $14,949,505.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, 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 161,296 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $15,402,125.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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