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Elite Financial, Inc.: IUSB position timeline

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

Elite Financial, Inc. held 329,601 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329,601 shares
    Change vs previous 13F +3,815 shares

    6.14% of the 13F portfolio, value $15,211,000.

    13F-HR 0002059349-26-000003 filed by Elite Financial, Inc.
    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 325,786 shares
    Change vs previous 13F +9,851 shares

    6.75% of the 13F portfolio, value $15,048,000.

    13F-HR 0002059349-26-000002 filed by Elite Financial, Inc.
    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 315,935 shares
    Change vs previous 13F +3,282 shares

    6.69% of the 13F portfolio, value $14,703,000.

    13F-HR 0002059349-26-000001 filed by Elite Financial, Inc.
    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 312,653 shares
    Change vs previous 13F +24,826 shares

    6.69% of the 13F portfolio, value $14,597,000.

    13F-HR 0002059349-25-000005 filed by Elite Financial, Inc.
    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 287,827 shares
    Change vs previous 13F +6,274 shares

    6.55% of the 13F portfolio, value $13,303,000.

    13F-HR 0002059349-25-000002 filed by Elite Financial, Inc.
    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 281,553 shares
    Change vs previous 13F +23,536 shares

    6.86% of the 13F portfolio, value $12,974,000.

    13F-HR 0002057074-25-000003 filed by Elite Financial, Inc.
    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 258,017 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $11,662,000.

    13F-HR 0002059349-25-000001 filed by Elite Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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