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VestGen Advisors, LLC: IUSV position timeline

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

VestGen Advisors, LLC held 27,135 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,135 shares
    Change vs previous 13F -14,909 shares

    0.09% of the 13F portfolio, value $2,988,910.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, LLC
    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 42,044 shares
    Change vs previous 13F +30,649 shares

    0.13% of the 13F portfolio, value $4,572,667.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, LLC
    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 11,395 shares
    Change vs previous 13F -14,089 shares

    0.05% of the 13F portfolio, value $1,168,463.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
    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 25,484 shares
    Change vs previous 13F +2,858 shares

    0.08% of the 13F portfolio, value $2,547,113.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, LLC
    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 22,626 shares
    Change vs previous 13F -296 shares

    0.09% of the 13F portfolio, value $2,141,099.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
    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 22,922 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,115,493.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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