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Sanctuary Advisors, LLC: IUSV position timeline

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

Sanctuary Advisors, LLC held 236,853 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,853 shares
    Change vs previous 13F +10,172 shares

    0.12% of the 13F portfolio, value $26,089,372.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 226,681 shares
    Change vs previous 13F +9,814 shares

    0.13% of the 13F portfolio, value $23,178,116.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 216,867 shares
    Change vs previous 13F -3,570 shares

    0.12% of the 13F portfolio, value $22,237,558.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 220,437 shares
    Change vs previous 13F +16,474 shares

    0.13% of the 13F portfolio, value $22,032,658.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 203,963 shares
    Change vs previous 13F -14,606 shares

    0.12% of the 13F portfolio, value $19,300,994.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 218,569 shares
    Change vs previous 13F -2,205 shares

    0.14% of the 13F portfolio, value $20,171,690.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 220,774 shares
    Change vs previous 13F -3,212 shares

    0.13% of the 13F portfolio, value $21,165,562.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, 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 223,986 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $22,167,905.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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