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Hoxton Planning & Management, LLC: IUSB position timeline

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

Hoxton Planning & Management, LLC held 418,886 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 418,886 shares
    Change vs previous 13F +88,252 shares

    5.04% of the 13F portfolio, value $19,331,599.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 330,634 shares
    Change vs previous 13F +20,565 shares

    4.58% of the 13F portfolio, value $15,271,975.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 310,069 shares
    Change vs previous 13F +387 shares

    4.31% of the 13F portfolio, value $14,430,610.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 309,682 shares
    Change vs previous 13F -12,611 shares

    4.65% of the 13F portfolio, value $14,465,234.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 322,293 shares
    Change vs previous 13F -13,638 shares

    5.15% of the 13F portfolio, value $14,899,600.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 335,931 shares
    Change vs previous 13F -771 shares

    5.9% of the 13F portfolio, value $15,479,704.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 336,702 shares
    Change vs previous 13F -35,522 shares

    5.82% of the 13F portfolio, value $15,218,931.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 372,224 shares
    Change vs previous 13F not available

    6.79% of the 13F portfolio, value $17,539,208.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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