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Disclosery

AGILIS PARTNERS LLC: IUSB position timeline

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

AGILIS PARTNERS LLC held 73,010 IUSB shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 73,010 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $3,300,052.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 73,010 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $3,440,231.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 73,010 shares
    Change vs previous 13F +36,505 shares

    1% of the 13F portfolio, value $3,301,512.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 36,505 shares
    Change vs previous 13F -58,165 shares

    0.42% of the 13F portfolio, value $1,664,263.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 94,670 shares
    Change vs previous 13F -7,032 shares

    1.15% of the 13F portfolio, value $4,361,447.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 101,702 shares
    Change vs previous 13F -16,022 shares

    1.6% of the 13F portfolio, value $4,446,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 117,724 shares
    Change vs previous 13F 0 shares

    2.09% of the 13F portfolio, value $5,353,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 117,724 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $5,433,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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