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Disclosery

SOL Capital Management CO: IUSV position timeline

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

SOL Capital Management CO held 0 IUSV shares at 2026-03-31 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -36,900 shares

    13F-HR/A 0001339270-26-000003 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 36,900 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $3,784,000.

    13F-HR 0001339270-26-000001 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 36,900 shares
    Change vs previous 13F +7,750 shares

    0.33% of the 13F portfolio, value $3,688,000.

    13F-HR 0001339270-25-000012 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,150 shares
    Change vs previous 13F +24,400 shares

    0.27% of the 13F portfolio, value $2,758,000.

    13F-HR 0001339270-25-000003 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,750 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $438,000.

    13F-HR 0001339270-25-000002 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,750 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $440,000.

    13F-HR 0001339270-25-000001 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,750 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $454,000.

    13F-HR 0001339270-24-000006 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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