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Disclosery

Frisch Financial Group, Inc.: IUSB position timeline

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

Frisch Financial Group, Inc. held 547,658 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 547,658 shares
    Change vs previous 13F +90,236 shares

    4.34% of the 13F portfolio, value $25,274,428.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, Inc.
    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 457,422 shares
    Change vs previous 13F +220,660 shares

    4.42% of the 13F portfolio, value $21,128,322.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, Inc.
    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 236,762 shares
    Change vs previous 13F +214,244 shares

    2.47% of the 13F portfolio, value $11,018,925.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, Inc.
    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 22,518 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,051,816.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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