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SOUTHERN CAPITAL ADVISORS, LLC: IUSV position timeline

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

SOUTHERN CAPITAL ADVISORS, LLC held 311,418 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,418 shares
    Change vs previous 13F +15,818 shares

    14.33% of the 13F portfolio, value $34,302,740.

    13F-HR 0002085853-26-000725 filed by SOUTHERN CAPITAL 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 295,600 shares
    Change vs previous 13F +2,090 shares

    14.15% of the 13F portfolio, value $30,225,171.

    13F-HR 0002085853-26-000396 filed by SOUTHERN CAPITAL 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 293,510 shares
    Change vs previous 13F +6,655 shares

    13.89% of the 13F portfolio, value $30,096,523.

    13F-HR 0002085853-26-000128 filed by SOUTHERN CAPITAL 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 286,855 shares
    Change vs previous 13F +5,574 shares

    13.44% of the 13F portfolio, value $28,671,164.

    13F-HR 0002085853-25-000225 filed by SOUTHERN CAPITAL 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 281,281 shares
    Change vs previous 13F +5,721 shares

    13.61% of the 13F portfolio, value $26,617,569.

    13F-HR 0001667731-25-000849 filed by SOUTHERN CAPITAL 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 275,560 shares
    Change vs previous 13F +9,212 shares

    14.1% of the 13F portfolio, value $25,431,469.

    13F-HR 0001667731-25-000492 filed by SOUTHERN CAPITAL 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 266,348 shares
    Change vs previous 13F +5,073 shares

    13.64% of the 13F portfolio, value $24,661,132.

    13F-HR 0001667731-25-000114 filed by SOUTHERN CAPITAL 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 261,275 shares
    Change vs previous 13F not available

    14.04% of the 13F portfolio, value $24,949,190.

    13F-HR 0001909249-24-000004 filed by SOUTHERN CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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