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Disclosery

Farrell Financial LLC: IUSB position timeline

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

Farrell Financial LLC held 33,783 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,783 shares
    Change vs previous 13F +5,211 shares

    0.84% of the 13F portfolio, value $1,559,101.

    13F-HR 0001754960-26-000469 filed by Farrell 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 28,572 shares
    Change vs previous 13F -1,423 shares

    0.79% of the 13F portfolio, value $1,319,751.

    13F-HR 0001754960-26-000217 filed by Farrell 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 29,995 shares
    Change vs previous 13F +1,917 shares

    0.82% of the 13F portfolio, value $1,395,962.

    13F-HR 0001754960-26-000026 filed by Farrell 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 ended2025-09-30
    13F 28,078 shares
    Change vs previous 13F +204 shares

    0.82% of the 13F portfolio, value $1,311,505.

    13F-HR 0001754960-25-000697 filed by Farrell Financial 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 27,874 shares
    Change vs previous 13F +1,855 shares

    0.86% of the 13F portfolio, value $1,288,613.

    13F-HR 0001754960-25-000374 filed by Farrell Financial 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 26,019 shares
    Change vs previous 13F +1,661 shares

    0.87% of the 13F portfolio, value $1,198,946.

    13F-HR 0001754960-25-000203 filed by Farrell Financial 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 24,358 shares
    Change vs previous 13F -792 shares

    0.79% of the 13F portfolio, value $1,100,978.

    13F-HR 0001754960-25-000042 filed by Farrell Financial 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 25,150 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,154,389.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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