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Disclosery

Beacon Financial Advisory LLC: IUSB position timeline

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

Beacon Financial Advisory LLC held 46,020 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,020 shares
    Change vs previous 13F +16,219 shares

    0.42% of the 13F portfolio, value $2,123,802.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 29,801 shares
    Change vs previous 13F +1,181 shares

    0.31% of the 13F portfolio, value $1,376,520.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 28,620 shares
    Change vs previous 13F +485 shares

    0.31% of the 13F portfolio, value $1,331,971.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 28,135 shares
    Change vs previous 13F -5,451 shares

    0.3% of the 13F portfolio, value $1,314,197.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 33,586 shares
    Change vs previous 13F -4,049 shares

    0.4% of the 13F portfolio, value $1,552,699.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 37,635 shares
    Change vs previous 13F +2,531 shares

    0.53% of the 13F portfolio, value $1,734,214.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 35,104 shares
    Change vs previous 13F +2,719 shares

    0.52% of the 13F portfolio, value $1,586,721.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 32,385 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,526,001.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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