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Disclosery

BOS Asset Management, LLC: IUSB position timeline

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

BOS Asset Management, LLC held 98,552 IUSB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 98,552 shares
    Change vs previous 13F -494 shares

    1.02% of the 13F portfolio, value $4,345,158.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 99,046 shares
    Change vs previous 13F +16,291 shares

    1.06% of the 13F portfolio, value $4,570,973.

    13F-HR 0001965814-26-000003 filed by BOS Asset 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 ended2026-03-31
    13F 82,755 shares
    Change vs previous 13F +3,021 shares

    0.98% of the 13F portfolio, value $3,822,453.

    13F-HR 0001965814-26-000002 filed by BOS Asset 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 ended2025-12-31
    13F 79,734 shares
    Change vs previous 13F -85 shares

    0.99% of the 13F portfolio, value $3,710,820.

    13F-HR 0001965814-26-000001 filed by BOS Asset 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 ended2025-09-30
    13F 79,819 shares
    Change vs previous 13F +3,543 shares

    1.05% of the 13F portfolio, value $3,728,345.

    13F-HR 0001965814-25-000009 filed by BOS Asset 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 ended2025-06-30
    13F 76,276 shares
    Change vs previous 13F -19,083 shares

    1.13% of the 13F portfolio, value $3,526,239.

    13F-HR 0001965814-25-000007 filed by BOS Asset 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 ended2025-03-31
    13F 95,359 shares
    Change vs previous 13F -3,504 shares

    1.51% of the 13F portfolio, value $4,394,143.

    13F-HR 0001965814-25-000006 filed by BOS Asset 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 ended2024-12-31
    13F 98,863 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,468,608.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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