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Disclosery

Sunbelt Securities, Inc.: IUSV position timeline

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

Sunbelt Securities, Inc. held 34,543 IUSV shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 34,543 shares
    Change vs previous 13F -2,895 shares

    0.22% of the 13F portfolio, value $3,532,010.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 37,438 shares
    Change vs previous 13F -3,088 shares

    0.26% of the 13F portfolio, value $3,838,893.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 40,526 shares
    Change vs previous 13F -12,177 shares

    0.28% of the 13F portfolio, value $4,050,561.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 52,703 shares
    Change vs previous 13F -2,574 shares

    0.43% of the 13F portfolio, value $4,879,786.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 55,277 shares
    Change vs previous 13F +3,439 shares

    0.46% of the 13F portfolio, value $5,101,542.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    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 51,838 shares
    Change vs previous 13F +4,049 shares

    0.42% of the 13F portfolio, value $4,795,548.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 47,789 shares
    Change vs previous 13F +12,058 shares

    0.45% of the 13F portfolio, value $4,563,401.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 35,731 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,148,956.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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