Skip to content
Disclosery

BCU Wealth Advisors, LLC: IUSB position timeline

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

BCU Wealth Advisors, LLC held 172,845 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,845 shares
    Change vs previous 13F +45,227 shares

    2.65% of the 13F portfolio, value $7,976,802.

    13F-HR 0002085853-26-000728 filed by BCU Wealth 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 127,618 shares
    Change vs previous 13F +6,686 shares

    2.2% of the 13F portfolio, value $5,894,692.

    13F-HR 0002085853-26-000432 filed by BCU Wealth 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 120,932 shares
    Change vs previous 13F -5,410 shares

    2.15% of the 13F portfolio, value $5,628,179.

    13F-HR 0002085853-26-000157 filed by BCU Wealth 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 126,342 shares
    Change vs previous 13F -26,274 shares

    2.39% of the 13F portfolio, value $5,901,440.

    13F-HR 0002085853-25-000102 filed by BCU Wealth 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 152,616 shares
    Change vs previous 13F -4,143 shares

    3.17% of the 13F portfolio, value $7,055,447.

    13F-HR 0001667731-25-000866 filed by BCU Wealth 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 156,759 shares
    Change vs previous 13F +23,243 shares

    3.76% of the 13F portfolio, value $7,223,472.

    13F-HR 0001667731-25-000449 filed by BCU Wealth 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 133,516 shares
    Change vs previous 13F -612 shares

    3.45% of the 13F portfolio, value $6,034,919.

    13F-HR 0001667731-25-000174 filed by BCU Wealth 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 134,128 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $6,320,107.

    13F-HR 0002003570-24-000006 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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