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Disclosery

Collier Financial: IUSB position timeline

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

Collier Financial held 704 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 704 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $32,487.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 697 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $32,180.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 691 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $32,201.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 682 shares
    Change vs previous 13F -1,057 shares

    0.02% of the 13F portfolio, value $31,871.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,739 shares
    Change vs previous 13F -250,330 shares

    0.07% of the 13F portfolio, value $80,127.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 252,069 shares
    Change vs previous 13F not available

    10.18% of the 13F portfolio, value $11,393,516.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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