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Hershey Financial Advisers, LLC: IUSB position timeline

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

Hershey Financial Advisers, LLC held 35,438 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,438 shares
    Change vs previous 13F +5,761 shares

    1.17% of the 13F portfolio, value $1,635,464.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 29,677 shares
    Change vs previous 13F +5,935 shares

    1.18% of the 13F portfolio, value $1,370,781.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 23,742 shares
    Change vs previous 13F +1,122 shares

    0.93% of the 13F portfolio, value $1,104,952.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 22,620 shares
    Change vs previous 13F +3,268 shares

    0.91% of the 13F portfolio, value $1,056,580.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 19,352 shares
    Change vs previous 13F +320 shares

    0.8% of the 13F portfolio, value $894,643.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, 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 19,032 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $860,246.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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