Skip to content
Disclosery

Waterloo Capital, L.P.: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on IUSV, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 5,424 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,424 shares
    Change vs previous 13F -2,063 shares

    0.03% of the 13F portfolio, value $597,473.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 7,487 shares
    Change vs previous 13F +833 shares

    0.05% of the 13F portfolio, value $765,552.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 6,654 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $682,316.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 6,653 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $664,985.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 6,625 shares
    Change vs previous 13F -358 shares

    0.05% of the 13F portfolio, value $626,930.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 6,983 shares
    Change vs previous 13F -165 shares

    0.06% of the 13F portfolio, value $644,420.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 7,148 shares
    Change vs previous 13F -28 shares

    0.07% of the 13F portfolio, value $661,870.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 7,176 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $685,274.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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