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Disclosery

BridgePort Financial Solutions, LLC: IUSB position timeline

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

BridgePort Financial Solutions, LLC held 47,384 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,384 shares
    Change vs previous 13F +16,454 shares

    0.56% of the 13F portfolio, value $2,186,772.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 30,930 shares
    Change vs previous 13F -400 shares

    0.4% of the 13F portfolio, value $1,428,657.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 31,330 shares
    Change vs previous 13F +2,802 shares

    0.39% of the 13F portfolio, value $1,458,110.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 28,528 shares
    Change vs previous 13F -14,759 shares

    0.36% of the 13F portfolio, value $1,332,543.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 43,287 shares
    Change vs previous 13F +4,411 shares

    0.67% of the 13F portfolio, value $2,001,158.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 38,876 shares
    Change vs previous 13F -21 shares

    0.81% of the 13F portfolio, value $1,791,406.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 38,897 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,790,818.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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