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Zuckerman Investment Group, LLC: IUSV position timeline

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

Zuckerman Investment Group, LLC held 86,389 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,389 shares
    Change vs previous 13F -2,146 shares

    0.8% of the 13F portfolio, value $9,515,748.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 88,535 shares
    Change vs previous 13F +5,479 shares

    0.85% of the 13F portfolio, value $9,052,704.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 83,056 shares
    Change vs previous 13F +5,553 shares

    0.76% of the 13F portfolio, value $8,516,562.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 77,503 shares
    Change vs previous 13F +1,678 shares

    0.72% of the 13F portfolio, value $7,746,425.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, 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 75,825 shares
    Change vs previous 13F +13,999 shares

    0.7% of the 13F portfolio, value $7,175,366.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 61,826 shares
    Change vs previous 13F +1,896 shares

    0.61% of the 13F portfolio, value $5,705,919.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, LLC
    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 59,930 shares
    Change vs previous 13F +5,476 shares

    0.55% of the 13F portfolio, value $5,681,362.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, LLC
    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 54,454 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,199,844.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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