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Towne Trust Company, N.A: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towne Trust Company, N.A on IUSV, newest first. How the timeline and the estimate are built.

Towne Trust Company, N.A held 43,291 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,291 shares
    Change vs previous 13F +4,265 shares

    1.45% of the 13F portfolio, value $4,768,504.

    13F-HR 0001102256-26-000004 filed by Towne Trust Company, N.A
    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 39,026 shares
    Change vs previous 13F +7,939 shares

    1.28% of the 13F portfolio, value $3,990,409.

    13F-HR 0001102256-26-000003 filed by Towne Trust Company, N.A
    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 31,087 shares
    Change vs previous 13F +14,186 shares

    0.99% of the 13F portfolio, value $3,187,661.

    13F-HR 0001102256-26-000002 filed by Towne Trust Company, N.A
    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 16,901 shares
    Change vs previous 13F +9,536 shares

    0.55% of the 13F portfolio, value $1,689,255.

    13F-HR 0001102256-25-000009 filed by Towne Trust Company, N.A
    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/A 7,365 shares
    Change vs previous 13F +745 shares

    0.24% of the 13F portfolio, value $696,950.

    13F-HR/A 0001102256-25-000007 filed by Towne Trust Company, N.A
    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 6,620 shares
    Change vs previous 13F +3,080 shares

    0.21% of the 13F portfolio, value $610,960.

    13F-HR 0001102256-25-000003 filed by Towne Trust Company, N.A
    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 3,540 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $327,769.

    13F-HR 0001102256-25-000001 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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