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Disclosery

Roberts Financial Services LLC: IUSV position timeline

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

Roberts Financial Services LLC held 111,670 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,670 shares
    Change vs previous 13F +1,389 shares

    3.6% of the 13F portfolio, value $12,300,423.

    13F-HR 0001951757-26-001124 filed by Roberts Financial Services 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 110,281 shares
    Change vs previous 13F -3,867 shares

    3.59% of the 13F portfolio, value $11,276,226.

    13F-HR 0001951757-26-000617 filed by Roberts Financial Services 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 114,148 shares
    Change vs previous 13F +248 shares

    3.67% of the 13F portfolio, value $11,704,771.

    13F-HR 0001951757-26-000284 filed by Roberts Financial Services 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 113,900 shares
    Change vs previous 13F -513 shares

    3.68% of the 13F portfolio, value $11,384,290.

    13F-HR 0001951757-25-001217 filed by Roberts Financial Services 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 114,413 shares
    Change vs previous 13F -5,607 shares

    3.73% of the 13F portfolio, value $10,826,857.

    13F-HR 0001951757-25-001054 filed by Roberts Financial Services 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 120,020 shares
    Change vs previous 13F +693 shares

    2.15% of the 13F portfolio, value $11,076,689.

    13F-HR 0001951757-25-000391 filed by Roberts Financial Services 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 119,327 shares
    Change vs previous 13F +2,014 shares

    2.08% of the 13F portfolio, value $11,048,515.

    13F-HR 0001951757-25-000063 filed by Roberts Financial Services 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 117,313 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $11,202,237.

    13F-HR 0001951757-24-001060 filed by Roberts Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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