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Disclosery

TL Private Wealth: IUSV position timeline

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

TL Private Wealth held 17,105 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,105 shares
    Change vs previous 13F -558 shares

    0.7% of the 13F portfolio, value $1,912,662.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 17,663 shares
    Change vs previous 13F -360 shares

    0.73% of the 13F portfolio, value $1,844,329.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 18,023 shares
    Change vs previous 13F -1,525 shares

    0.73% of the 13F portfolio, value $1,896,713.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 19,548 shares
    Change vs previous 13F -42 shares

    0.78% of the 13F portfolio, value $1,933,299.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 19,590 shares
    Change vs previous 13F -193 shares

    0.78% of the 13F portfolio, value $1,872,188.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 19,783 shares
    Change vs previous 13F +41 shares

    0.8% of the 13F portfolio, value $1,611,557.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 19,742 shares
    Change vs previous 13F -905 shares

    0.83% of the 13F portfolio, value $1,847,070.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 20,647 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,951,740.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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