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Affinity Capital Advisors, LLC: IUSB position timeline

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

Affinity Capital Advisors, LLC held 1,435,965 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,435,965 shares
    Change vs previous 13F +69,033 shares

    8.16% of the 13F portfolio, value $66,054,376.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 1,366,932 shares
    Change vs previous 13F -20,214 shares

    8.85% of the 13F portfolio, value $63,138,611.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 1,387,146 shares
    Change vs previous 13F +83,388 shares

    8.93% of the 13F portfolio, value $64,557,798.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 1,303,758 shares
    Change vs previous 13F +101,692 shares

    9.36% of the 13F portfolio, value $60,898,539.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 1,202,066 shares
    Change vs previous 13F +59,529 shares

    9.56% of the 13F portfolio, value $55,571,504.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, 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 1,142,537 shares
    Change vs previous 13F +75,140 shares

    10.22% of the 13F portfolio, value $51,551,287.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, 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 1,067,397 shares
    Change vs previous 13F +73,319 shares

    9.03% of the 13F portfolio, value $48,000,862.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, 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 994,078 shares
    Change vs previous 13F not available

    9.07% of the 13F portfolio, value $46,840,952.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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