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Disclosery

Austin Private Wealth, LLC: IUSB position timeline

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

Austin Private Wealth, LLC held 483,015 IUSB shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 483,015 shares
    Change vs previous 13F +17,314 shares

    1.68% of the 13F portfolio, value $22,479,532.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 465,701 shares
    Change vs previous 13F -220,830 shares

    1.67% of the 13F portfolio, value $21,752,905.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 686,531 shares
    Change vs previous 13F -157,254 shares

    2.51% of the 13F portfolio, value $31,738,312.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 843,785 shares
    Change vs previous 13F +64,192 shares

    3.49% of the 13F portfolio, value $38,881,595.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 779,593 shares
    Change vs previous 13F -186,891 shares

    3.31% of the 13F portfolio, value $35,237,589.

    13F-HR 0001172661-25-000335 filed by Austin Private 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 ended2024-09-30
    13F 966,484 shares
    Change vs previous 13F +272,185 shares

    4.46% of the 13F portfolio, value $45,540,743.

    13F-HR 0001172661-24-004415 filed by Austin Private 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 ended2024-06-30
    13F/A 694,299 shares
    Change vs previous 13F -5,951 shares

    3.38% of the 13F portfolio, value $31,396,178.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 700,250 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $31,602,260.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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