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Disclosery

SIGNATUREFD, LLC: IUSV position timeline

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

SIGNATUREFD, LLC held 4,871,244 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,871,244 shares
    Change vs previous 13F +228,962 shares

    7.17% of the 13F portfolio, value $536,567,495.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 4,642,282 shares
    Change vs previous 13F +68,523 shares

    7.28% of the 13F portfolio, value $474,673,380.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 4,573,759 shares
    Change vs previous 13F +84,650 shares

    7.16% of the 13F portfolio, value $468,993,218.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 4,489,109 shares
    Change vs previous 13F +5,244 shares

    7.08% of the 13F portfolio, value $448,686,451.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 4,483,865 shares
    Change vs previous 13F +23,385 shares

    7.24% of the 13F portfolio, value $424,308,149.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 4,460,480 shares
    Change vs previous 13F +173,459 shares

    7.8% of the 13F portfolio, value $411,657,723.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 4,287,021 shares
    Change vs previous 13F -21,345 shares

    7.53% of the 13F portfolio, value $396,935,241.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 4,308,366 shares
    Change vs previous 13F not available

    7.85% of the 13F portfolio, value $411,405,855.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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