Empirical Asset Management, LLC: IUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on IUSB, newest first. How the timeline and the estimate are built.
Empirical Asset Management, LLC held 20,365 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 20,365 sharesChange vs previous 13F +7,832 shares
0.21% of the 13F portfolio, value $939,861.
13F-HR 0001951757-26-001200 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,533 sharesChange vs previous 13F +772 shares
0.15% of the 13F portfolio, value $578,922.
13F-HR 0001951757-26-000815 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,761 sharesChange vs previous 13F -830 shares
0.15% of the 13F portfolio, value $547,348.
13F-HR 0001951757-26-000393 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,591 sharesChange vs previous 13F -3,137 shares
0.16% of the 13F portfolio, value $588,114.
13F-HR 0001951757-25-001374 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,728 sharesChange vs previous 13F -5,010 shares
0.22% of the 13F portfolio, value $727,111.
13F-HR 0001951757-25-000983 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,738 sharesChange vs previous 13F +3,211 shares
0.33% of the 13F portfolio, value $955,611.
13F-HR 0001951757-25-000538 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,527 sharesChange vs previous 13F +2,281 shares
0.26% of the 13F portfolio, value $792,198.
13F-HR 0001951757-25-000026 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,246 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $718,392.
13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).