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BLALOCK WILLIAMS, LLC: IUSB position timeline

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

BLALOCK WILLIAMS, LLC held 55,066 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,066 shares
    Change vs previous 13F +20,039 shares

    1.65% of the 13F portfolio, value $2,541,296.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 35,027 shares
    Change vs previous 13F +6,401 shares

    1.25% of the 13F portfolio, value $1,617,897.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 28,626 shares
    Change vs previous 13F +3,848 shares

    1.07% of the 13F portfolio, value $1,332,254.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, 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 24,778 shares
    Change vs previous 13F -1,052 shares

    1.01% of the 13F portfolio, value $1,157,380.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, 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 25,830 shares
    Change vs previous 13F -402 shares

    1.19% of the 13F portfolio, value $1,194,121.

    13F-HR 0001951757-25-001271 filed by BLALOCK WILLIAMS, 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 26,232 shares
    Change vs previous 13F +108 shares

    1.35% of the 13F portfolio, value $1,208,771.

    13F-HR 0001951757-25-001272 filed by BLALOCK WILLIAMS, 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 26,124 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,180,805.

    13F-HR 0001951757-25-001273 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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