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Disclosery

GM Advisory Group, LLC: IUSB position timeline

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

GM Advisory Group, LLC held 573,367 IUSB shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 573,367 shares
    Change vs previous 13F -7,263 shares

    1.02% of the 13F portfolio, value $26,483,800.

    13F-HR 0001598304-26-000002 filed by GM Advisory 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 ended2025-12-31
    13F 580,630 shares
    Change vs previous 13F -84,935 shares

    1.06% of the 13F portfolio, value $27,022,514.

    13F-HR 0001598304-26-000001 filed by GM Advisory 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 ended2025-09-30
    13F 665,565 shares
    Change vs previous 13F -21,615 shares

    1.32% of the 13F portfolio, value $31,088,532.

    13F-HR 0001598304-25-000003 filed by GM Advisory 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 ended2025-06-30
    13F 687,180 shares
    Change vs previous 13F -3,191 shares

    1.57% of the 13F portfolio, value $31,768,337.

    13F-HR 0001085146-25-004951 filed by GM Advisory 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 ended2025-03-31
    13F 690,371 shares
    Change vs previous 13F -16,963 shares

    1.72% of the 13F portfolio, value $31,812,282.

    13F-HR 0001085146-25-003078 filed by GM Advisory 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 ended2024-12-31
    13F 707,334 shares
    Change vs previous 13F -14,050 shares

    1.77% of the 13F portfolio, value $31,971,482.

    13F-HR 0001085146-25-000953 filed by GM Advisory 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 ended2024-09-30
    13F 721,384 shares
    Change vs previous 13F -29,743 shares

    2.04% of the 13F portfolio, value $33,991,597.

    13F-HR 0001085146-24-005500 filed by GM Advisory 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 ended2024-06-30
    13F 751,127 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $33,965,978.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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