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Disclosery

B.O.S.S. Retirement Advisors, LLC: IUSB position timeline

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

B.O.S.S. Retirement Advisors, LLC held 97,986 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,986 shares
    Change vs previous 13F +8,987 shares

    1.22% of the 13F portfolio, value $4,522,048.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement 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 88,999 shares
    Change vs previous 13F +3,265 shares

    1.25% of the 13F portfolio, value $4,110,884.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 85,734 shares
    Change vs previous 13F +51,402 shares

    1.26% of the 13F portfolio, value $3,990,047.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement 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 34,332 shares
    Change vs previous 13F +15,900 shares

    0.38% of the 13F portfolio, value $1,603,668.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement 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 18,432 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $852,106.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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