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FFG RETIREMENT ADVISORS LLC: IUSB position timeline

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

FFG RETIREMENT ADVISORS LLC held 138,732 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,732 shares
    Change vs previous 13F +4,721 shares

    3.39% of the 13F portfolio, value $6,402,475.

    13F-HR 0001951757-26-000985 filed by FFG RETIREMENT ADVISORS 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 134,011 shares
    Change vs previous 13F -35,453 shares

    3.6% of the 13F portfolio, value $6,189,951.

    13F-HR 0001951757-26-000611 filed by FFG RETIREMENT ADVISORS 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 169,464 shares
    Change vs previous 13F -2,552 shares

    4.89% of the 13F portfolio, value $7,886,855.

    13F-HR 0001951757-26-000046 filed by FFG RETIREMENT ADVISORS 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 172,016 shares
    Change vs previous 13F -20,861 shares

    4.99% of the 13F portfolio, value $8,034,867.

    13F-HR 0001951757-25-001175 filed by FFG RETIREMENT ADVISORS 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 192,877 shares
    Change vs previous 13F -77,379 shares

    5.59% of the 13F portfolio, value $8,916,704.

    13F-HR 0001951757-25-000899 filed by FFG RETIREMENT ADVISORS 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 270,256 shares
    Change vs previous 13F -36,702 shares

    8.48% of the 13F portfolio, value $12,453,396.

    13F-HR 0001951757-25-000343 filed by FFG RETIREMENT ADVISORS 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 306,958 shares
    Change vs previous 13F +41,860 shares

    9.07% of the 13F portfolio, value $13,874,502.

    13F-HR 0001951757-25-000092 filed by FFG RETIREMENT ADVISORS 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 265,098 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $12,491,418.

    13F-HR 0001951757-24-001103 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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