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Disclosery

Bay Harbor Wealth Management, LLC: IUSB position timeline

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

Bay Harbor Wealth Management, LLC held 588,169 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 588,169 shares
    Change vs previous 13F +127,262 shares

    6.26% of the 13F portfolio, value $27,144,000.

    13F-HR 0001437749-26-024588 filed by Bay Harbor Wealth Management, 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 460,907 shares
    Change vs previous 13F +13,604 shares

    5.52% of the 13F portfolio, value $21,289,294.

    13F-HR 0001437749-26-012214 filed by Bay Harbor Wealth Management, 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 447,303 shares
    Change vs previous 13F -891 shares

    5.44% of the 13F portfolio, value $20,817,482.

    13F-HR 0001437749-26-002665 filed by Bay Harbor Wealth Management, 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 448,194 shares
    Change vs previous 13F -65,967 shares

    5.66% of the 13F portfolio, value $20,935,142.

    13F-HR 0001437749-25-030755 filed by Bay Harbor Wealth Management, 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 514,161 shares
    Change vs previous 13F -39,278 shares

    6.89% of the 13F portfolio, value $23,769,668.

    13F-HR 0001437749-25-023183 filed by Bay Harbor Wealth Management, 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 553,439 shares
    Change vs previous 13F +5,306 shares

    8.06% of the 13F portfolio, value $25,502,459.

    13F-HR 0001437749-25-016075 filed by Bay Harbor Wealth Management, 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 548,133 shares
    Change vs previous 13F -43,596 shares

    8.04% of the 13F portfolio, value $24,775,609.

    13F-HR 0001437749-25-001885 filed by Bay Harbor Wealth Management, 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 591,729 shares
    Change vs previous 13F not available

    9.11% of the 13F portfolio, value $27,882,271.

    13F-HR 0001437749-24-031991 filed by Bay Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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