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Salus Financial Advisors, LLC: IUSV position timeline

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

Salus Financial Advisors, LLC held 243,298 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 243,298 shares
    Change vs previous 13F +18,033 shares

    13.21% of the 13F portfolio, value $26,799,234.

    13F-HR 0001951757-26-001126 filed by Salus Financial Advisors, 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 225,265 shares
    Change vs previous 13F +18,274 shares

    13.43% of the 13F portfolio, value $23,033,350.

    13F-HR 0001951757-26-000714 filed by Salus Financial Advisors, 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 206,991 shares
    Change vs previous 13F +3,933 shares

    12.72% of the 13F portfolio, value $21,224,858.

    13F-HR 0001951757-26-000242 filed by Salus Financial Advisors, 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 203,058 shares
    Change vs previous 13F +5,892 shares

    12.52% of the 13F portfolio, value $20,295,682.

    13F-HR 0001951757-25-001315 filed by Salus Financial Advisors, 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 197,166 shares
    Change vs previous 13F +13,968 shares

    12.54% of the 13F portfolio, value $18,657,814.

    13F-HR 0001951757-25-000998 filed by Salus Financial Advisors, 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 183,198 shares
    Change vs previous 13F +52,057 shares

    12.79% of the 13F portfolio, value $16,907,375.

    13F-HR 0001951757-25-000451 filed by Salus Financial Advisors, 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 131,141 shares
    Change vs previous 13F not available

    9.51% of the 13F portfolio, value $12,142,389.

    13F-HR 0001951757-25-000264 filed by Salus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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