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Horst & Graben Wealth Management LLC: IUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horst & Graben Wealth Management LLC on IUSB, newest first. How the timeline and the estimate are built.

Horst & Graben Wealth Management LLC held 940,182 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 940,182 shares
    Change vs previous 13F +369,327 shares

    5.68% of the 13F portfolio, value $43,186,228.

    13F-HR 0001754960-26-000604 filed by Horst & Graben Wealth Management 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 570,855 shares
    Change vs previous 13F +10,830 shares

    3.63% of the 13F portfolio, value $26,447,692.

    13F-HR 0001754960-26-000341 filed by Horst & Graben Wealth Management 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 560,025 shares
    Change vs previous 13F +13,945 shares

    3.93% of the 13F portfolio, value $26,066,152.

    13F-HR 0001754960-26-000124 filed by Horst & Graben Wealth Management 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 546,080 shares
    Change vs previous 13F -128,217 shares

    3.9% of the 13F portfolio, value $25,507,405.

    13F-HR 0001754960-25-000676 filed by Horst & Graben Wealth Management 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 674,297 shares
    Change vs previous 13F -199,303 shares

    5.16% of the 13F portfolio, value $31,172,739.

    13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management 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 873,600 shares
    Change vs previous 13F -23,693 shares

    7.22% of the 13F portfolio, value $40,255,483.

    13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management 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 897,293 shares
    Change vs previous 13F -128,414 shares

    7.22% of the 13F portfolio, value $40,557,621.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management 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 1,025,707 shares
    Change vs previous 13F not available

    8.68% of the 13F portfolio, value $48,331,295.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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