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Townsend & Associates, Inc: IUSV position timeline

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

Townsend & Associates, Inc held 316,302 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 316,302 shares
    Change vs previous 13F -3,018 shares

    3% of the 13F portfolio, value $35,220,191.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, 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 319,320 shares
    Change vs previous 13F -43,975 shares

    2.94% of the 13F portfolio, value $34,077,790.

    13F-HR 0001729359-26-000003 filed by Townsend & Associates, 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 363,295 shares
    Change vs previous 13F +1,331 shares

    3.42% of the 13F portfolio, value $38,323,950.

    13F-HR 0001729359-26-000002 filed by Townsend & Associates, 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 361,964 shares
    Change vs previous 13F -81,601 shares

    3.42% of the 13F portfolio, value $36,073,370.

    13F-HR 0001729359-25-000007 filed by Townsend & Associates, 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 443,565 shares
    Change vs previous 13F -6,721 shares

    4.27% of the 13F portfolio, value $43,114,511.

    13F-HR 0001729359-25-000004 filed by Townsend & Associates, 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 450,286 shares
    Change vs previous 13F +4,168 shares

    3.95% of the 13F portfolio, value $37,896,047.

    13F-HR 0001729359-25-000003 filed by Townsend & Associates, 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 446,118 shares
    Change vs previous 13F -2,864 shares

    4.34% of the 13F portfolio, value $42,385,641.

    13F-HR 0001729359-25-000001 filed by Townsend & Associates, 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 448,982 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $43,111,259.

    13F-HR 0001729359-24-000004 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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