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Disclosery

Forum Private Client Group LLC: IUSB position timeline

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

Forum Private Client Group LLC held 355,971 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,971 shares
    Change vs previous 13F +9,497 shares

    4.89% of the 13F portfolio, value $16,428,061.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 346,474 shares
    Change vs previous 13F +9,995 shares

    5.33% of the 13F portfolio, value $16,004,236.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 336,479 shares
    Change vs previous 13F +15,431 shares

    5.34% of the 13F portfolio, value $15,659,756.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 321,048 shares
    Change vs previous 13F +5,335 shares

    5.34% of the 13F portfolio, value $14,996,147.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 315,713 shares
    Change vs previous 13F +14,209 shares

    5.63% of the 13F portfolio, value $14,595,406.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 301,504 shares
    Change vs previous 13F +11,720 shares

    6.03% of the 13F portfolio, value $13,893,290.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 289,784 shares
    Change vs previous 13F +13,247 shares

    5.83% of the 13F portfolio, value $13,098,238.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 276,537 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $13,030,443.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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