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Disclosery

5T Wealth, LLC: IUSB position timeline

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

5T Wealth, LLC held 372,482 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,482 shares
    Change vs previous 13F +12,080 shares

    6.4% of the 13F portfolio, value $17,189,952.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 360,402 shares
    Change vs previous 13F -163 shares

    6.58% of the 13F portfolio, value $16,646,952.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 360,565 shares
    Change vs previous 13F +7,238 shares

    6.7% of the 13F portfolio, value $16,779,019.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 353,327 shares
    Change vs previous 13F +15,113 shares

    7.19% of the 13F portfolio, value $16,503,909.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 338,214 shares
    Change vs previous 13F -15,700 shares

    7.96% of the 13F portfolio, value $15,635,574.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 353,914 shares
    Change vs previous 13F -227 shares

    9.28% of the 13F portfolio, value $16,308,288.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 354,141 shares
    Change vs previous 13F not available

    8.77% of the 13F portfolio, value $16,007,081.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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