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CLIENT 1ST ADVISORY GROUP, LLC: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on IUSB, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 230,945 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,945 shares
    Change vs previous 13F +6,937 shares

    2.86% of the 13F portfolio, value $10,658,095.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 224,008 shares
    Change vs previous 13F +16,407 shares

    3.15% of the 13F portfolio, value $10,346,940.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY GROUP, 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 207,601 shares
    Change vs previous 13F +30,268 shares

    3.03% of the 13F portfolio, value $9,661,766.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY GROUP, 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 177,333 shares
    Change vs previous 13F +4,845 shares

    2.75% of the 13F portfolio, value $8,283,203.

    13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY GROUP, 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 172,488 shares
    Change vs previous 13F +5,619 shares

    2.89% of the 13F portfolio, value $7,974,112.

    13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY GROUP, 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 166,869 shares
    Change vs previous 13F -6,683 shares

    2.99% of the 13F portfolio, value $7,689,306.

    13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 173,552 shares
    Change vs previous 13F +30,234 shares

    3.02% of the 13F portfolio, value $7,844,544.

    13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY GROUP, 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 143,318 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $6,753,160.

    13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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