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STEVENS CAPITAL PARTNERS: IUSV position timeline

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

STEVENS CAPITAL PARTNERS held 58,938 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,938 shares
    Change vs previous 13F +10,914 shares

    1.23% of the 13F portfolio, value $6,492,022.

    13F-HR 0001965176-26-000003 filed by STEVENS CAPITAL PARTNERS
    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 48,024 shares
    Change vs previous 13F -3,585 shares

    1.18% of the 13F portfolio, value $4,910,438.

    13F-HR 0001965176-26-000002 filed by STEVENS CAPITAL PARTNERS
    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 51,609 shares
    Change vs previous 13F +1,771 shares

    1.39% of the 13F portfolio, value $5,291,947.

    13F-HR 0001965176-26-000001 filed by STEVENS CAPITAL PARTNERS
    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 49,838 shares
    Change vs previous 13F -2,635 shares

    1.49% of the 13F portfolio, value $4,981,333.

    13F-HR 0001965176-25-000002 filed by STEVENS CAPITAL PARTNERS
    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 52,473 shares
    Change vs previous 13F -4 shares

    1.79% of the 13F portfolio, value $4,995,998.

    13F-HR 0001085146-25-004965 filed by STEVENS CAPITAL PARTNERS
    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 52,477 shares
    Change vs previous 13F -22,307 shares

    2.28% of the 13F portfolio, value $4,843,086.

    13F-HR 0001085146-25-002549 filed by STEVENS CAPITAL PARTNERS
    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 74,784 shares
    Change vs previous 13F +546 shares

    3.14% of the 13F portfolio, value $6,924,247.

    13F-HR 0001085146-25-000738 filed by STEVENS CAPITAL PARTNERS
    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 74,238 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $7,088,978.

    13F-HR 0001085146-24-005223 filed by STEVENS CAPITAL PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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