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Disclosery

Savant Capital, LLC: IUSV position timeline

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

Savant Capital, LLC held 148,121 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,121 shares
    Change vs previous 13F +869 shares

    0.05% of the 13F portfolio, value $16,334,900.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 147,252 shares
    Change vs previous 13F -712 shares

    0.07% of the 13F portfolio, value $15,056,565.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 147,964 shares
    Change vs previous 13F -1,496 shares

    0.09% of the 13F portfolio, value $15,172,268.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 149,460 shares
    Change vs previous 13F +57,313 shares

    0.09% of the 13F portfolio, value $14,938,537.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 92,147 shares
    Change vs previous 13F -11,714 shares

    0.06% of the 13F portfolio, value $8,719,918.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 103,861 shares
    Change vs previous 13F -10,866 shares

    0.08% of the 13F portfolio, value $9,585,359.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 114,727 shares
    Change vs previous 13F -5,879 shares

    0.08% of the 13F portfolio, value $10,622,530.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 120,606 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,516,689.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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