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Weil Company, Inc.: IUSV position timeline

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

Weil Company, Inc. held 111,888 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,888 shares
    Change vs previous 13F +14,233 shares

    2.17% of the 13F portfolio, value $12,324,485.

    13F-HR 0001318011-26-000015 filed by Weil Company, 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 97,655 shares
    Change vs previous 13F +16,720 shares

    2.24% of the 13F portfolio, value $9,985,210.

    13F-HR 0001318011-26-000012 filed by Weil Company, 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 80,935 shares
    Change vs previous 13F +22,196 shares

    1.91% of the 13F portfolio, value $8,299,041.

    13F-HR 0001318011-26-000004 filed by Weil Company, 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 58,739 shares
    Change vs previous 13F +7,384 shares

    1.41% of the 13F portfolio, value $5,870,948.

    13F-HR 0001318011-25-000003 filed by Weil Company, 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 51,355 shares
    Change vs previous 13F -254,852 shares

    1.28% of the 13F portfolio, value $4,859,768.

    13F-HR 0001085146-25-004650 filed by Weil Company, 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 306,207 shares
    Change vs previous 13F +86,885 shares

    8.43% of the 13F portfolio, value $28,259,858.

    13F-HR 0001085146-25-002495 filed by Weil Company, 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 219,322 shares
    Change vs previous 13F +44,015 shares

    7.03% of the 13F portfolio, value $20,307,032.

    13F-HR 0001085146-25-000782 filed by Weil Company, 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 175,307 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $16,740,026.

    13F-HR 0001085146-24-005353 filed by Weil Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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