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Disclosery

FINANCIAL LIFE ADVISORS: IUSB position timeline

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

FINANCIAL LIFE ADVISORS held 369,768 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369,768 shares
    Change vs previous 13F +112,578 shares

    4.85% of the 13F portfolio, value $17,064,783.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 257,190 shares
    Change vs previous 13F +24,575 shares

    3.7% of the 13F portfolio, value $11,879,585.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 232,615 shares
    Change vs previous 13F -67,896 shares

    3.34% of the 13F portfolio, value $10,825,896.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 300,511 shares
    Change vs previous 13F -11,404 shares

    4.51% of the 13F portfolio, value $14,036,881.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 311,915 shares
    Change vs previous 13F -21,217 shares

    4.93% of the 13F portfolio, value $14,419,817.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 333,132 shares
    Change vs previous 13F -99,367 shares

    5.72% of the 13F portfolio, value $15,350,710.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 432,499 shares
    Change vs previous 13F +13,791 shares

    7.34% of the 13F portfolio, value $19,548,964.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 418,708 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $19,729,521.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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