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Steele Capital Management, Inc.: IUSV position timeline

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

Steele Capital Management, Inc. held 206,988 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,988 shares
    Change vs previous 13F -2,528 shares

    0.84% of the 13F portfolio, value $22,799,778.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 209,516 shares
    Change vs previous 13F -1,391 shares

    0.89% of the 13F portfolio, value $21,423,058.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 210,907 shares
    Change vs previous 13F -1,367 shares

    0.93% of the 13F portfolio, value $21,626,451.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 212,274 shares
    Change vs previous 13F -2,795 shares

    0.94% of the 13F portfolio, value $21,216,832.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    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 215,069 shares
    Change vs previous 13F +5,354 shares

    0.98% of the 13F portfolio, value $20,352,023.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    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 209,715 shares
    Change vs previous 13F -2,607 shares

    1.01% of the 13F portfolio, value $19,354,640.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    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 212,322 shares
    Change vs previous 13F +4,997 shares

    1.02% of the 13F portfolio, value $19,658,936.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    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 207,325 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $19,797,508.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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