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CBM Financial, LLC: IUSB position timeline

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

CBM Financial, LLC held 8,171 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,171 shares
    Change vs previous 13F -70 shares

    0.22% of the 13F portfolio, value $374,157.

    13F-HR 0001986152-26-000117 filed by CBM Financial, 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 8,241 shares
    Change vs previous 13F +640 shares

    0.24% of the 13F portfolio, value $383,228.

    13F-HR 0001986152-26-000084 filed by CBM Financial, 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 7,601 shares
    Change vs previous 13F +778 shares

    0.24% of the 13F portfolio, value $357,018.

    13F-HR 0001986152-26-000045 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,823 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $310,321.

    13F-HR 0001986152-25-000048 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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